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Zoho Creator - Create PDF, Word, Excel Documents
Zoho Creator connects with Documentero to turn form submissions and application data into ready-to-use documents. When new records are added or updated in Zoho Creator, Documentero can instantly generate PDFs, Word files, or Excel reports based on your custom templates. This makes it easy to produce contracts, invoices, or reports directly from the information you collect in your apps.
Zoho Creator
Documentero
Triggers
Watch Applications — Triggers when an application is created.
Watch Records — Triggers when a record is added or modified in an application form. NOTE: At least one of the `Added Time` or `Modified Time` fields must be included for this module to work. Please refer to the help section for step-by-step instructions.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Creator using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Creator using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Zoho Creator records
Create Word contracts from Zoho Creator form submissions
Export Zoho Creator application data into Excel templates
Generate invoices from Zoho Creator sales entries
Produce personalized certificates from Zoho Creator training forms
Create HR letters from Zoho Creator employee applications
Automatically generate receipts from Zoho Creator payment forms
Export Zoho Creator project updates into formatted PDF reports
Generate compliance documents from Zoho Creator audit forms
Create proposal documents from Zoho Creator client requests
How you can use Zoho Creator + Documentero
Generate Client Contracts
When a new client record is added in Zoho Creator, Documentero creates a contract in .docx format using a pre-set template.
Create Invoices
Every time a sales record is updated in Zoho Creator, Documentero generates a PDF invoice and saves it for accounting.
Export Reports
Use Zoho Creator form data to automatically produce detailed .xlsx reports with Documentero templates.
Produce Certificates
When a training completion record is added in Zoho Creator, Documentero generates a personalized PDF certificate.
Generate HR Letters
HR teams can trigger Documentero to create employment letters whenever a new employee record is created in Zoho Creator.
Setup Guides
Zapier Tutorial: Integrate Zoho Creator with Documentero
- Create a new Zap in Zapier.
- Add Zoho Creator to the zap and choose one of the triggers (Watch Applications, Watch Records). 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 Zoho Creator trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Creator with Documentero
- Create a new scenario in Make.
- Add Zoho Creator to the scenario and choose one of the triggers (Watch Applications, Watch Records). 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 Zoho Creator trigger.
- Run or schedule your scenario and verify the output.
