Z
Zistemo - Create PDF, Word, Excel Documents
Zistemo connects with Documentero to turn your tracked time, tasks, and projects into ready-to-use documents. As new items or time entries are created in Zistemo, you can automatically generate reports, invoices, or project summaries in .docx, .pdf, or .xlsx formats. This integration helps you keep client documents up to date without manual data entry and ensures your business records are always ready to share.
Zistemo
Documentero
Triggers
Watch New Items — Triggers when a new item has been created.
Watch New Tasks — Triggers when a new task has been created.
Watch New Time Entries — Triggers when a new time entry has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zistemo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zistemo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate invoices from Zistemo time entries in PDF
Create project summary reports from Zistemo items in DOCX
Export Zistemo tasks into Excel checklists with Documentero
Build client-ready progress reports from Zistemo tracked time
Produce detailed timesheet summaries from Zistemo into PDF
Generate billing statements from Zistemo projects in DOCX format
Create Excel reports of all Zistemo time entries for payroll
Export Zistemo project milestones into PDF reports
Automatically create task assignment sheets from Zistemo in DOCX
Generate monthly work logs from Zistemo data into PDF
How you can use Zistemo + Documentero
Generate Project Reports
When a new project item is created in Zistemo, Documentero can produce a detailed project report in PDF format.
Create Invoices from Time Entries
Each new time entry in Zistemo can trigger Documentero to generate an invoice in DOCX or PDF.
Task Documentation
As new tasks are added in Zistemo, Documentero can create task sheets or checklists in Excel.
Weekly Timesheet Reports
Automatically produce weekly timesheet summaries in PDF whenever new time entries are logged in Zistemo.
Client Deliverables
Generate client-facing documents such as progress reports or work summaries directly from Zistemo data.
Setup Guides
Make Tutorial: Integrate Zistemo with Documentero
- Create a new scenario in Make.
- Add Zistemo to the scenario and choose one of the triggers (Watch New Items, Watch New Tasks, Watch New Time Entries). 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 Zistemo trigger.
- Run or schedule your scenario and verify the output.
