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YouTestMe - Create PDF, Word, Excel Documents
YouTestMe connects with Documentero to automatically generate professional documents whenever user records change. With this integration, training reports, certificates, or survey summaries can be produced in .docx, .pdf, or .xlsx formats. By linking events like new user creation or updates, organizations can keep their documentation accurate and ready for distribution.
YouTestMe
Documentero
Triggers
Watch New User — Triggers when a new user is created.
Watch User Deleted — Triggers when a user is deleted.
Watch User Updated — Triggers when a user is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from YouTestMe using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from YouTestMe using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate training completion certificates from YouTestMe data
Create personalized onboarding documents for new YouTestMe users
Export updated user profiles from YouTestMe to Excel with Documentero
Generate compliance-ready PDF reports when a YouTestMe user is deleted
Create detailed survey summary documents from YouTestMe in .docx format
Automatically generate attendance sheets for YouTestMe training sessions
Export knowledge evaluation results from YouTestMe into a structured PDF
Create performance tracking spreadsheets from YouTestMe user updates
Generate official government training reports from YouTestMe with Documentero
Create branded certificates for YouTestMe certification programs in PDF
How you can use YouTestMe + Documentero
Generate Certificates
Automatically create PDF certificates in Documentero when a user completes a training program in YouTestMe.
User Onboarding Report
Produce a .docx onboarding document each time a new user is added in YouTestMe.
Update Records
Whenever a user profile is updated in YouTestMe, generate an updated Excel file with their latest details through Documentero.
Audit Trail
Create a PDF log whenever a user is deleted in YouTestMe for compliance and record-keeping.
Survey Results Export
Export survey responses from YouTestMe into a formatted .xlsx file using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate YouTestMe with Documentero
- Create a new Zap in Zapier.
- Add YouTestMe to the zap and choose one of the triggers (Watch New User, Watch User Deleted, Watch User Updated). 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 YouTestMe trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate YouTestMe with Documentero
- Create a new scenario in Make.
- Add YouTestMe to the scenario and choose one of the triggers (Watch New User, Watch User Deleted, Watch User Updated). 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 YouTestMe trigger.
- Run or schedule your scenario and verify the output.
