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Documentero Make integrationAutomate Documentero with Make.

Stop filling the same contract template by hand. The Documentero Make integration gives you 3 action modules that turn data from your other apps into Word, Excel or PDF files. This guide shows how to link your account and build a first working scenario.

Try the Documentero integration on MakeSee the 3 modules

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What you can automate

What can the Documentero Make integration do for you?

The Documentero Make integration fills your Documentero templates with data coming from other apps and hands back a finished Word, Excel or PDF file. In Make, you build a scenario (the automation itself, a chain of modules) where each module is one brick: here, the brick that produces the document.

A quote the moment a lead qualifies. When your CRM or a form sends the client name and the amounts, Generate Document drops them into your quote template and returns the file, ready to be saved in cloud storage or attached to a deal.

A certificate that lands in the inbox. A training company can use Generate Document and Send as Email Attachment to produce each attendee certificate and mail it straight to the address it received, with no extra email module.

Anything the two modules skip. Make an API Call reaches any endpoint of the Documentero API with the same connection, so you are not stuck when a listed module does not fit.

Documentero has no trigger in Make, so the scenario always starts from another app or from a schedule. Before you commit, the Make review covers the editor in depth, and n8n vs Make lays out the criteria if you are weighing both tools. If your team would rather hand the build to someone, the Make agency page explains what that looks like.

Connect

How do you connect Documentero to Make?

  1. 01

    Copy your API key

    In Documentero, click your user avatar in the header bar, open the account link from the dropdown, then copy the API key shown on screen. Regenerate API Key gives you a fresh one if you need it.

  2. 02

    Add a Documentero module

    In your Make scenario, add any Documentero module and click Create a connection. A connection is your Documentero account linked to Make once and reused by every Documentero module afterward.

  3. 03

    Paste the key and save

    Give it a name in Connection name if you run several accounts (this is optional), paste the API key you copied, and follow the on-screen instructions to finish. Every Documentero module of your scenarios can now use this connection.

First scenario

Build your first scenario with Documentero

GoalWhen another app sends new client data, Make fills a Documentero template and returns the finished document.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the + to add the first module. Since Documentero has no trigger, pick the app that holds your data, such as your form tool or CRM.

  2. 02

    Add Generate Document

    Click the + on the right of that first module, search Documentero and choose Generate Document. Click Create a connection and paste your API key, or reuse an existing connection.

  3. 03

    Map your data

    Fill the module fields with what your template needs, picked from the data of the first module. Each bundle (one item passed from module to module, here one entry) becomes one document.

  4. 04

    Test with Run once

    Click Run once to execute the scenario a single time, then open the bubbles above each module to read the bundles it received and check the generated file before going live.

  5. 05

    Schedule and switch on

    Set the schedule on the first module (every 15 minutes by default) and turn the scenario on. Each document produced counts as an operation, one module run on one bundle, on your Make plan.

Modules

What Documentero can do in Make

Documentero gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Documentero1

Generate Document

Action

In Make“Generates Word, Excel or PDF documents based on a template.”

You get a finished Word, Excel or PDF file built from one of your Documentero templates, filled with whatever the earlier modules passed along.

When to use it
pick this one when the file has to go somewhere other than an inbox, like cloud storage, a CRM record or a shared folder, handled by the next module.
Watch out
the document is only as clean as your mapping, so run the scenario once and open the file before switching it on.
Documentero2

Generate Document and Send as Email Attachment

Action

In Make“Generates Word, Excel or PDF documents based on template and sends it to the specified email as an attachment.”

This one saves you a step: it builds the Word, Excel or PDF file from your template and emails it as an attachment to the address you give it.

When to use it
a signed-up attendee should receive a certificate, or a client a receipt, and nobody needs a copy stored anywhere else.
Watch out
map the recipient address from real data and test with your own email first, since a wrong mapping sends the file to the wrong person.
Documentero3

Make an API Call

Action

In Make“Performs an arbritrary authorized API call.”

With it you can reach any endpoint of the Documentero API from your scenario, using the connection you already set up, without building authentication yourself.

When to use it
the two ready-made modules do not cover what you need and the Documentero API documentation describes the call that does.
Watch out
you write the request yourself, so keep the vendor documentation open and test the call with Run once before relying on it.
Need help

Need help automating Documentero with Make?

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FAQ

Documentero and Make: common questions

01Is the Documentero Make integration free?
Yes on the Make side: Documentero is a standard app, available from the Free plan like the 3,000+ other standard apps. The Free plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and count usage in credits per month. You still need your own Documentero account with an API key, and its subscription is set on the Documentero pricing page.
02What do you need to connect Documentero to Make?
You need an active Documentero account and its API key. Get the key in Documentero by clicking your avatar in the header bar, opening the account link and copying the key on screen; Regenerate API Key issues a new one if needed. Then add a Documentero module in Make, click Create a connection, optionally name it, and paste the key. The connection is stored once and reused by all three Documentero modules, so you only do this setup a single time per account.
03Can a Documentero scenario start on its own in real time?
Not from Documentero itself: the app has no trigger module in Make, neither scheduled nor instant. A scenario starts from another app instead, for example a form tool or CRM whose trigger fires when a new entry appears, and Documentero comes after it. You can also start the scenario on a schedule set on its first module, every 15 minutes by default, or as often as every minute on a paid plan. How fast a document appears therefore depends on the trigger of the app that opens the scenario.
04What if a Documentero module is missing in Make?
Use Make an API Call. It calls any endpoint of the Documentero API with the connection you already have, which covers actions the two document modules do not offer. The Make documentation for this app lists no specific limits, and its page notes that the content is generated from the vendor's documentation and may contain mistakes, so check anything important with Documentero directly. If a problem comes from the scenario rather than the app, the Make troubleshooting guide on this site walks through the usual fixes.
05Should you use Make or n8n for Documentero?
It depends on the tool your team already builds in. On Make, Documentero offers 3 action modules, Make an API Call included, and no trigger, so your scenarios always open on another app or a schedule. The same app often has an n8n node too, which means the choice rarely hinges on Documentero itself. Compare the editor, how each tool counts usage and who will maintain the automations. The n8n vs Make comparison linked above goes through those criteria without picking a winner for you.
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