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Aircall - Create PDF, Word, Excel Documents
Aircall connects with Documentero to turn phone activity into ready-to-use documents. Call logs, contact details, and conversation insights can be automatically captured and formatted into reports, summaries, or spreadsheets. This makes it easy to keep a record of calls, share updates with teams, or create compliance-ready files without manual data entry.
Aircall
Documentero
Triggers
Watch Calls — Watches for events related to calls.
Watch Contacts — Watches for events related to contacts.
Watch Conversation Intelligence Events — Watches for conversation intelligence events (call sentiment, summary, transcription, key topics).
Watch Messages — Watches for message events (sent, received, status update).
Watch Numbers — Watches for events related to numbers.
Watch Users — Watches for events related to users.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Aircall using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Aircall using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate call logs in PDF from Aircall events
Create a .docx call summary whenever a conversation ends in Aircall
Export Aircall contacts into a formatted Excel sheet with Documentero
Generate compliance-ready reports from Aircall call recordings
Build a daily PDF of Aircall messages for internal communication tracking
Create training documents from Aircall conversation intelligence summaries
Export Aircall number assignments into a structured .xlsx report
Generate a weekly PDF report of Aircall user activity
Create client-facing call reports from Aircall data in .docx format
Automatically generate meeting notes from Aircall transcription events
How you can use Aircall + Documentero
Call Summary Reports
Generate a PDF report of every call with details like duration, participants, and notes pulled from Aircall.
Contact Sheets
Automatically create a .xlsx contact list whenever new contacts are added in Aircall.
Conversation Intelligence Export
Save call transcriptions and sentiment analysis into a .docx file for review and training.
Message Logs
Build a daily PDF log of all messages sent and received through Aircall.
User Activity Records
Export Aircall user activity into a formatted report for HR or management review.
Setup Guides
Zapier Tutorial: Integrate Aircall with Documentero
- Create a new Zap in Zapier.
- Add Aircall to the zap and choose one of the triggers (Watch Calls, Watch Contacts, Watch Conversation Intelligence Events). 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 Aircall trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Aircall with Documentero
- Create a new scenario in Make.
- Add Aircall to the scenario and choose one of the triggers (Watch Calls, Watch Contacts, Watch Conversation Intelligence Events). 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 Aircall trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Aircall with Documentero
- Create a new workflow in n8n.
- Add Aircall to the workflow and choose one of the triggers (Watch Calls, Watch Contacts, Watch Conversation Intelligence Events). 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 Aircall trigger.
- Execute (or activate) your workflow and verify the output.
