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Agile CRM - Create PDF, Word, Excel Documents
Agile CRM connects with Documentero to turn your CRM data into ready-to-use documents. Whenever new contacts, deals, or tickets are created in Agile CRM, Documentero can generate custom PDFs, Word files, or spreadsheets. This makes it easy to produce reports, agreements, or client records directly from your CRM activity without extra manual work.
Agile CRM
Documentero
Triggers
Watch Companies — Triggers when a company is created, updated or viewed.
Watch Contacts — Triggers when a contact is created, updated or viewed.
Watch Deals — Triggers when a deal is created or updated.
Watch Events — Triggers when a calendar event occurs.
Watch Contact's Tags — Triggers when a new tag is added to the selected contact.
Watch Tasks — Triggers when a task is created, due, started or completed.
Watch Tickets — Triggers when a ticket is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Agile CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Agile CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from Agile CRM deals
Create personalized welcome letters from new Agile CRM contacts
Export Agile CRM calendar events into PDF schedules
Generate company overview documents from Agile CRM company records
Produce Excel reports of Agile CRM tasks for weekly reviews
Create PDF summaries of Agile CRM tickets for client updates
Automatically generate invoices from Agile CRM deal updates
Export Agile CRM contact tags into formatted reports
Create contract templates from Agile CRM deal information
Generate meeting notes documents from Agile CRM events
How you can use Agile CRM + Documentero
Generate Deal Reports
Automatically create a PDF report in Documentero every time a new deal is updated in Agile CRM.
Client Onboarding Pack
When a new contact is added in Agile CRM, generate a personalized onboarding document using Documentero templates.
Company Profile Sheets
Produce a company profile document whenever a new company is created in Agile CRM.
Task Summary Export
Export a list of completed tasks into a formatted Excel file through Documentero.
Support Ticket Documentation
Generate a ticket summary PDF whenever a new support ticket is logged in Agile CRM.
Setup Guides
Zapier Tutorial: Integrate Agile CRM with Documentero
- Create a new Zap in Zapier.
- Add Agile CRM to the zap and choose one of the triggers (Watch Companies, Watch Contacts, Watch Deals). 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 Agile CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Agile CRM with Documentero
- Create a new scenario in Make.
- Add Agile CRM to the scenario and choose one of the triggers (Watch Companies, Watch Contacts, Watch Deals). 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 Agile CRM trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Agile CRM with Documentero
- Create a new workflow in n8n.
- Add Agile CRM to the workflow and choose one of the triggers (Watch Companies, Watch Contacts, Watch Deals). 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 Agile CRM trigger.
- Execute (or activate) your workflow and verify the output.
