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ActiveCampaign - Create PDF, Word, Excel Documents
ActiveCampaign can connect with Documentero to automatically generate professional documents whenever new contacts, deals, or events are created. By linking triggers from ActiveCampaign with custom templates in Documentero, you can quickly produce files like contracts, reports, or personalized letters in .docx, .pdf, or .xlsx formats.
ActiveCampaign
Documentero
Triggers
Watch Accounts — Triggers when an account is created or updated.
Watch Calendar Feeds — Triggers when a new calendar feed is created/updated.
Watch Contacts — Triggers when a new contact is created.
Watch Automations Associated with a Contact (legacy) — Triggers when a given contact is associated with an automation.
Watch Deals — Triggers when a deal is created.
Watch Tasks — Triggers when a new task is assigned to a deal.
Watch Events — Triggers when a new event is fired.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ActiveCampaign using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ActiveCampaign using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new ActiveCampaign deals
Create personalized welcome letters for new ActiveCampaign contacts
Export ActiveCampaign account updates into Excel reports
Generate task summary documents when new tasks are assigned in ActiveCampaign
Build event confirmation PDFs from ActiveCampaign event triggers
Create automation tracking reports when contacts are added to automations in ActiveCampaign
Automatically generate account onboarding documents from ActiveCampaign account creation
Produce deal pipeline reports in PDF from ActiveCampaign deal updates
Create calendar feed summaries in Word documents from ActiveCampaign calendar feeds
Export contact engagement history into PDF files from ActiveCampaign events
How you can use ActiveCampaign + Documentero
New Contact Welcome Letter
Generate a personalized PDF welcome letter in Documentero whenever a new contact is added in ActiveCampaign.
Deal Contract Creation
Automatically create a contract document in .docx format when a new deal is opened in ActiveCampaign.
Task Assignment Report
Produce a summary report in .pdf whenever a new task is assigned to a deal in ActiveCampaign.
Event Confirmation Document
Generate confirmation letters in Documentero when a new event is triggered from ActiveCampaign.
Account Update Report
Create an updated account overview in .xlsx whenever an account is updated in ActiveCampaign.
Setup Guides
Zapier Tutorial: Integrate ActiveCampaign with Documentero
- Create a new Zap in Zapier.
- Add ActiveCampaign to the zap and choose one of the triggers (Watch Accounts, Watch Calendar Feeds, Watch Contacts). 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 ActiveCampaign trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ActiveCampaign with Documentero
- Create a new scenario in Make.
- Add ActiveCampaign to the scenario and choose one of the triggers (Watch Accounts, Watch Calendar Feeds, Watch Contacts). 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 ActiveCampaign trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate ActiveCampaign with Documentero
- Create a new workflow in n8n.
- Add ActiveCampaign to the workflow and choose one of the triggers (Watch Accounts, Watch Calendar Feeds, Watch Contacts). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the ActiveCampaign trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate ActiveCampaign with Documentero
- Create a new flow in Power Automate.
- Add ActiveCampaign to the flow and choose one of the triggers (Watch Accounts, Watch Calendar Feeds, Watch Contacts). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the ActiveCampaign trigger.
- Test and save your flow.
