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Yeeflow - Create PDF, Word, Excel Documents
Yeeflow connects with Documentero to turn your form entries and workflow data into ready-to-use documents. Whenever an item is created, updated, or removed in Yeeflow, you can automatically generate Word, PDF, or Excel files from your chosen templates in Documentero. This makes it easy to keep your records, reports, and agreements up to date without extra manual work.
Yeeflow
Documentero
Triggers
Watch Created Item — Triggers when a new item is created.
Watch Removed Item — Triggers when an item is removed.
Watch Updated Item — Triggers when an item is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Yeeflow using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Yeeflow using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Yeeflow workflow updates
Create signed agreements from Yeeflow form submissions
Export Yeeflow order details into Excel spreadsheets with Documentero
Build project status documents from updated Yeeflow tasks
Produce HR files from Yeeflow employee records
Generate compliance certificates from Yeeflow approval workflows
Create purchase orders from Yeeflow request forms
Export Yeeflow meeting notes into formatted Word documents
Generate training completion certificates from Yeeflow submissions
Create audit-ready logs from Yeeflow item removals
How you can use Yeeflow + Documentero
Generate Contracts
When a new client form is submitted in Yeeflow, automatically create a contract document in Documentero using a pre-designed template.
Create Invoices
Trigger invoice generation in Documentero whenever a new order item is added in Yeeflow.
Update Reports
Whenever a project record is updated in Yeeflow, produce a fresh PDF report in Documentero to reflect the changes.
Remove Records
When an item is deleted in Yeeflow, generate a confirmation document in Documentero for audit purposes.
Employee Onboarding
Use Yeeflow onboarding forms to automatically create employee agreements and policy documents in Documentero.
Setup Guides
Zapier Tutorial: Integrate Yeeflow with Documentero
- Create a new Zap in Zapier.
- Add Yeeflow to the zap and choose one of the triggers (Watch Created Item, Watch Removed Item, Watch Updated Item). 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 Yeeflow trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Yeeflow with Documentero
- Create a new scenario in Make.
- Add Yeeflow to the scenario and choose one of the triggers (Watch Created Item, Watch Removed Item, Watch Updated Item). 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 Yeeflow trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Yeeflow with Documentero
- Create a new workflow in n8n.
- Add Yeeflow to the workflow and choose one of the triggers (Watch Created Item, Watch Removed Item, Watch Updated Item). 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 Yeeflow trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Yeeflow with Documentero
- Create a new flow in Power Automate.
- Add Yeeflow to the flow and choose one of the triggers (Watch Created Item, Watch Removed Item, Watch Updated Item). 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 Yeeflow trigger.
- Test and save your flow.
