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Global Payments WebPay - Create PDF, Word, Excel Documents
Global Payments WebPay connects with Documentero to automatically create documents whenever a payment is completed. Using the payment trigger, businesses can generate invoices, receipts, or financial reports in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or Zapier, allowing teams to keep payment records organized and ready for clients or internal use.
Global Payments WebPay
Documentero
Triggers
Watch payments — Triggers when a payment was completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Global Payments WebPay using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Global Payments WebPay using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Global Payments WebPay transactions
Create payment confirmation letters in Word format after each completed transaction
Export daily payment summaries from Global Payments WebPay into Excel
Generate monthly revenue reports in PDF format from WebPay payment data
Produce customer receipts in DOCX format whenever a payment is processed
Automatically create Excel spreadsheets of payment history from Global Payments WebPay
Generate printable acknowledgment slips in PDF format for completed payments
Create detailed transaction reports in Word format for accounting teams
Export WebPay payment data into Excel for financial analysis
Automatically generate PDF statements for customers based on WebPay payments
How you can use Global Payments WebPay + Documentero
Invoice Generation
Create a professional invoice in PDF format each time a payment is completed through Global Payments WebPay.
Payment Receipt
Send customers a receipt in .docx or .pdf format automatically after their payment is confirmed.
Daily Payment Report
Generate an .xlsx report of all payments received during the day for accounting purposes.
Customer Acknowledgment Letter
Produce a personalized acknowledgment letter in .docx format after a successful payment.
Internal Finance Log
Automatically update and save a payment log in .xlsx format for internal finance tracking.
Setup Guides
Zapier Tutorial: Integrate Global Payments WebPay with Documentero
- Create a new Zap in Zapier.
- Add Global Payments WebPay to the zap and choose one of the triggers (Watch payments). 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 Global Payments WebPay trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Global Payments WebPay with Documentero
- Create a new scenario in Make.
- Add Global Payments WebPay to the scenario and choose one of the triggers (Watch payments). 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 Global Payments WebPay trigger.
- Run or schedule your scenario and verify the output.
