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Zapier - Create PDF, Word, Excel Documents
Zapier connects with Documentero to let you pass data from thousands of apps directly into custom templates. You can trigger document creation whenever a Zap runs, turning form entries, sales data, or CRM updates into ready-to-use files. The integration works with .docx, .pdf, and .xlsx formats, making it easy to generate the exact documents you need without manual steps.
Zapier
Documentero
Triggers
Receive data — Receives data from the Zap.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zapier using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zapier using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shopify orders using Zapier and Documentero
Create Word contracts from HubSpot deal data with Documentero via Zapier
Export Excel reports from Google Form submissions through Zapier to Documentero
Generate PDF certificates for completed courses in Teachable with Zapier and Documentero
Build customized proposals from Typeform responses using Zapier and Documentero
Create onboarding documents from new employee records in BambooHR through Zapier and Documentero
Automatically generate shipping documents from WooCommerce orders using Zapier and Documentero
Produce Excel expense reports from QuickBooks data with Zapier and Documentero
Create personalized letters from Mailchimp subscriber data using Zapier and Documentero
Generate PDF receipts from Stripe payments via Zapier to Documentero
How you can use Zapier + Documentero
Generate invoices from new orders
When a new order is received in your e-commerce platform, Zapier sends the details to Documentero to create a PDF invoice automatically.
Create contracts from CRM updates
Each time a new deal is marked as closed in your CRM, Zapier pushes the client data into Documentero to produce a contract document.
Build reports from survey results
Survey responses collected through a form app can be sent via Zapier to Documentero to generate a .docx or .xlsx report.
Send certificates after course completion
When a learning platform marks a course as completed, Zapier triggers Documentero to generate a personalized certificate.
Produce shipping labels from order data
Zapier delivers order details to Documentero, which creates a PDF shipping label ready for printing.
Video Tutorial
Setup Guides
How to Set Up Zapier & Documentero Native Integration
Please click here to see detailed instructions for using Zapier with Documentero.
