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wflow.com - Create PDF, Word, Excel Documents

wflow.com can be connected with Documentero to automatically create documents whenever new events happen in your workflows. When a document is updated, approved, or linked to a new record in wflow.com, Documentero can instantly generate a .docx, .pdf, or .xlsx file based on your templates. The integration works through API or automation platforms like Make, Zapier, and n8n, giving teams a direct way to produce ready-to-use documents without manual steps.

wflow.com logo

wflow.com

Documentero logo

Documentero

Triggers

New Event on Document — Triggers when a new event occurs on a document.
New Event on Document Approval — Triggers when a new event occurs in the document approval process.
New Event on Register — Triggers when a new event occurs on a register.

Actions

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

Use Cases

Automatically generate PDF contracts from wflow.com approvals using Documentero
Create customized invoices from wflow.com data with Documentero templates
Export wflow.com workflow records into Excel reports via Documentero
Generate formatted meeting summaries from wflow.com events in Documentero
Create HR documents from wflow.com approval workflows with Documentero
Automatically generate policy documents when wflow.com approval is completed
Export wflow.com project updates into PDF status reports with Documentero
Create signed agreements from wflow.com approval events in Documentero
Automatically generate order confirmations from wflow.com records in Documentero
Export wflow.com compliance logs into structured PDF files using Documentero

How you can use wflow.com + Documentero

Contract Approval
Generate a PDF contract in Documentero as soon as a document is approved in wflow.com.
Invoice Creation
Trigger Documentero to create an invoice in .docx or .pdf format when a new record is added in wflow.com.
Meeting Notes
Automatically produce a formatted meeting notes document when a new event is logged in wflow.com.
Policy Updates
Create a new version of a company policy document whenever an approval workflow is completed in wflow.com.
Data Reports
Export structured data from wflow.com into a pre-designed .xlsx report using Documentero templates.

Setup Guides

ZapierMaken8n

Zapier Tutorial: Integrate wflow.com with Documentero

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

Make Tutorial: Integrate wflow.com with Documentero

  1. Create a new scenario in Make.
  2. Add wflow.com to the scenario and choose one of the triggers (New Event on Document, New Event on Document Approval, New Event on Register). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Make: Add Documentero as the next step and connect it using your API key.
  5. In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the wflow.com trigger.
  6. Run or schedule your scenario and verify the output.

n8n Tutorial: Integrate wflow.com with Documentero

  1. Create a new workflow in n8n.
  2. Add wflow.com to the workflow and choose one of the triggers (New Event on Document, New Event on Document Approval, New Event on Register). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In n8n: Add Documentero as the next step and connect it using your API key.
  5. In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the wflow.com trigger.
  6. Execute (or activate) your workflow and verify the output.

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