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ActiveDEMAND - Create PDF, Word, Excel Documents
ActiveDEMAND connects with Documentero to automatically turn contact and history data into professional documents. When new contacts or updates happen in ActiveDEMAND, Documentero can generate PDFs, Word files, or Excel reports using your templates.
ActiveDEMAND
Documentero
Triggers
Watch New Contacts — Triggers when a new contact is created.
Watch New Histories — Triggers when a new history is created.
Watch Updated Contacts — Triggers when a contact is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ActiveDEMAND using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ActiveDEMAND using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new ActiveDEMAND contacts
Create Word proposals when a contact is updated in ActiveDEMAND
Export Excel files of campaign histories from ActiveDEMAND to Documentero
Generate personalized letters for new ActiveDEMAND leads
Build client-ready presentations from ActiveDEMAND contact updates
Produce detailed history logs in PDF whenever ActiveDEMAND records change
Create onboarding documents from ActiveDEMAND new contact events
Generate Excel summaries of updated contacts in ActiveDEMAND
Produce account review documents from ActiveDEMAND history data
Automatically create Word-based sales reports from ActiveDEMAND updates
How you can use ActiveDEMAND + Documentero
New Contact Welcome Pack
Whenever a new contact is added in ActiveDEMAND, Documentero creates a personalized welcome letter in PDF format.
Updated Contact Profile Report
When a contact’s details are updated in ActiveDEMAND, Documentero generates a refreshed profile report in Word format.
Campaign History Record
Each time a new history entry is logged in ActiveDEMAND, Documentero produces a detailed history report in Excel.
Client Proposal Creation
Trigger Documentero to build a proposal document whenever a new qualified lead is created in ActiveDEMAND.
Monthly Contact Summary
Automatically generate a monthly PDF summary of all new contacts added in ActiveDEMAND using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate ActiveDEMAND with Documentero
- Create a new Zap in Zapier.
- Add ActiveDEMAND to the zap and choose one of the triggers (Watch New Contacts, Watch New Histories, Watch Updated 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 ActiveDEMAND trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ActiveDEMAND with Documentero
- Create a new scenario in Make.
- Add ActiveDEMAND to the scenario and choose one of the triggers (Watch New Contacts, Watch New Histories, Watch Updated 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 ActiveDEMAND trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate ActiveDEMAND with Documentero
- Create a new flow in Power Automate.
- Add ActiveDEMAND to the flow and choose one of the triggers (Watch New Contacts, Watch New Histories, Watch Updated 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 ActiveDEMAND trigger.
- Test and save your flow.
