Connect Documentero integrations
Populate custom documents with Documentero by automatically generating invoices, contracts, and reports from any data source. Use our workflow automation to create sales agreements from new CRM deals or send personalized certificates to event attendees. Register today to transform your data into polished documents.
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This app is supported and maintained by the vendor Documentero.
Build your Documentero integrations.
Documentero integrates with Make, primarily functioning as an action to automate document generation. Within your workflows, Documentero can automatically generate Word, Excel, or PDF documents, such as invoices, contracts, and reports, by populating predefined templates with data from any connected app. This enables use cases like creating sales agreements from new CRM deals or sending personalized certificates to event attendees, with the option to send the generated documents as email attachments.
Generates Word, Excel or PDF documents based on a template.
Generates Word, Excel or PDF documents based on template and sends it to the specified email as an attachment.
Performs an arbritrary authorized API call.
Connect any app with Documentero
Popular Documentero workflows.
Looking to get more out of Documentero? With Make you can visually integrate Documentero into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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