Tools - Create PDF, Word, Excel Documents

Tools connects with Documentero to turn generated data bundles into ready-to-use documents. By linking triggers and actions, users can automatically create .docx, .pdf, or .xlsx files from custom templates. The integration works through APIs or automation platforms like Make, Zapier, n8n, and Power Automate, allowing flexible workflows. This makes it easy to move from structured data to professional documents without manual steps.

Tools

Documentero

Triggers

Basic trigger — Generates bundles with their own structure.

Actions

Create Document - Generate Word, Excel or PDF Document based on data from Tools using Document Template

Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tools using Document Template and sends it to the specified email as an attachment.

Use Cases

Automatically generate PDF invoices from Tools data using Documentero templates

Create custom Word contracts from Tools scenarios with Documentero

Export Tools workflow results into Excel spreadsheets via Documentero

Build automated reporting documents from Tools bundles in Documentero

Produce personalized client letters from Tools events with Documentero

Generate compliance documents from Tools data through Documentero

Create project status reports from Tools workflows in Documentero

Export structured Tools data into formatted PDF summaries using Documentero

Automatically generate HR forms from Tools triggers with Documentero

Create financial statements from Tools outputs using Documentero templates

How you can use Tools + Documentero

Generate Reports

Use Tools to trigger document creation in Documentero whenever a new data bundle is produced.

Invoice Creation

Automatically generate invoices in PDF format using Documentero templates when Tools bundles include billing data.

Contract Drafting

Send structured information from Tools into Documentero to produce ready-to-review contract documents.

Spreadsheet Output

Convert data bundles from Tools into formatted .xlsx reports through Documentero.

Template-Based Letters

Feed customer details from Tools into Documentero to create personalized letters in .docx format.

Setup Guides

Zapier Tutorial: Integrate Tools with Documentero

Zapier - Setup Zapier - Video Tutorial

Create a new Zap in Zapier.
Add Tools to the zap and choose one of the triggers (Basic trigger). Connect your account and configure the trigger.
Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
In Zapier: Add Documentero as the next step and connect it using your API key.
In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tools trigger.
Test your zap and turn it on.

Make Tutorial: Integrate Tools with Documentero

Make - Setup Make - Video Tutorial

Create a new scenario in Make.
Add Tools to the scenario and choose one of the triggers (Basic trigger). Connect your account and configure the trigger.
Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
In Make: Add Documentero as the next step and connect it using your API key.
In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tools trigger.
Run or schedule your scenario and verify the output.

n8n Tutorial: Integrate Tools with Documentero

n8n - Setup n8n - Video Tutorial

Create a new workflow in n8n.
Add Tools to the workflow and choose one of the triggers (Basic trigger). Connect your account and configure the trigger.
Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
In n8n: Add Documentero as the next step and connect it using your API key.
In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tools trigger.
Execute (or activate) your workflow and verify the output.

Power Automate Tutorial: Integrate Tools with Documentero

Power Automate - Setup Power Automate - Video Tutorial

Create a new flow in Power Automate.
Add Tools to the flow and choose one of the triggers (Basic trigger). Connect your account and configure the trigger.
Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
In Power Automate: Add Documentero as the next step and connect it using your API key.
In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tools trigger.
Test and save your flow.