File and Document Management
Documentero
9 min
documentero is a tool for generating, editing, and managing documents online integrating documentero with make com allows users to automate document creation, editing, and sharing workflows directly from other apps and services this is ai generated content based on official documentero documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //documentero tawk help/article/integrate with documentero cloud api directly requirements to use the documentero app in make, you must have an active documentero account and an api key, https //documentero com/ for subscription, refer to the https //documentero com/ connect documentero and {{product name}} to get started, you must first create a connection between documentero and {{product name}} , allowing the two services to communicate obtain your api key in your documentero account create the connection in make obtain your api key in your documentero account before you create the connection in {{product name}} , you should first obtain your api key in your documentero account to obtain your api key click on your user avatar in the header bar select the account link from the dropdown menu click regenerate api key to generate a new api key if needed copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs documentero com/documentation/general/manage account and plans create the connection in {{product name}} https //www make com/en/register , add the documentero module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your documentero account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page documentero modules after connecting to the documentero app, you can choose from a list of available modules to build your {{scenario plural lowercase}} generate document creates word, excel, or pdf documents by filling in a predefined template with your data generate document and send as email attachment creates word, excel, or pdf documents from a selected template and emails them as attachments to the specified recipient make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} documentero resources you can have access to more resources related to this app on the following links https //community make com/search?q=documentero https //documentero com/ https //documentero tawk help/article/integrate with documentero cloud api https //www make com/en/integrations/documentero