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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
- 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
- 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
- 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
- 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.
