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Zoho Inventory - Create PDF, Word, Excel Documents
Zoho Inventory connects with Documentero to turn your sales, purchase, and stock data into ready-to-use documents. Whenever a new order, invoice, or item update happens in Zoho Inventory, Documentero can instantly create a matching PDF, Word, or Excel file using your templates. This integration helps businesses keep consistent paperwork for customers, suppliers, and internal teams without extra manual work.
Zoho Inventory
Documentero
Triggers
Watch Contacts — Triggers when a new contact is created or updated.
Watch Invoices — Triggers when a new invoice is created or updated.
Watch Item Adjustments — Triggers when a new item adjustment is created or updated.
Watch Item Groups — Triggers when a new item group is created or updated.
Watch Items — Triggers when a new item is created or updated.
Watch Packages — Triggers when a new package is created or updated.
Watch Purchase Orders — Triggers when a new purchase order is created or updated.
Watch Sales Orders — Triggers when a new sales order is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Inventory using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Inventory using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Zoho Inventory data
Create Word purchase order templates from Zoho Inventory
Export Zoho Inventory sales orders to Excel reports
Generate PDF package slips from Zoho Inventory packages
Create customer contact sheets from Zoho Inventory contacts
Automatically generate stock adjustment reports from Zoho Inventory
Export Zoho Inventory item lists to Excel spreadsheets
Create branded sales order confirmations from Zoho Inventory
Generate supplier order documents from Zoho Inventory purchase orders
Automatically create PDF item group catalogs from Zoho Inventory
How you can use Zoho Inventory + Documentero
Invoice PDFs
Generate branded PDF invoices from Zoho Inventory whenever a new invoice is created.
Purchase Order Docs
Create professional purchase order documents in Word or PDF format when a new purchase order is added in Zoho Inventory.
Sales Order Confirmations
Automatically produce sales order confirmation letters as .docx files for customers.
Stock Adjustment Reports
Export detailed stock adjustment reports into Excel whenever item adjustments are updated.
Package Slips
Generate printable package slips in PDF format when new packages are created in Zoho Inventory.
Setup Guides
Zapier Tutorial: Integrate Zoho Inventory with Documentero
- Create a new Zap in Zapier.
- Add Zoho Inventory to the zap and choose one of the triggers (Watch Contacts, Watch Invoices, Watch Item Adjustments). 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 Inventory trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Inventory with Documentero
- Create a new scenario in Make.
- Add Zoho Inventory to the scenario and choose one of the triggers (Watch Contacts, Watch Invoices, Watch Item Adjustments). 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 Inventory trigger.
- Run or schedule your scenario and verify the output.
