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Documentero integrations

Documentero is a cloud service that can generate simple and advanced Word or PDF documents based on custom (.docx) templates.

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CRM & ERP systems
Email
Calendars
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Other
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Triggers and actions available for Documentero integration

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Generate Document
Generate Document
Generate Document and Send as Email Attachment
Generate Document and Send as Email Attachment
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Add Action
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How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

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How to create the Documentero integration

Connect Documentero to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
  1. stepIcon

    Step 1: Connect Documentero to Albato

    The authorization process for Documentero in Albato is fast and secure. Just a few clicks and your application is connected to Albato.

  2. stepIcon

    Step 2: Choose one of 600+ applications to integrate with Documentero

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.

  3. stepIcon

    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.

  4. stepIcon

    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.

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Frequently asked questions

What Documentero triggers are available for integration?
Initial event:
What Documentero actions are available for integration?
Target actions: Generate Document Generate Document and Send as Email Attachment
How many apps are available for integration?
600+ apps are available for integration with Documentero
How is the integration done?
Data transfer from Documentero is done via API.
How to activate a plan?
We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.