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amoCRM - Create PDF, Word, Excel Documents
amoCRM connects with Documentero to turn your CRM events into ready-to-use documents. When a new deal or contact update happens in amoCRM, Documentero can instantly create contracts, invoices, or reports based on your templates. This makes it easy to keep client paperwork consistent and up to date without manual editing.
amoCRM
Documentero
Triggers
Watch Events — Triggers when a new selected event is occured.
Watch Events (version 2) — Triggers when a new selected event is occured.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from amoCRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from amoCRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client contracts from amoCRM deals
Create PDF invoices from amoCRM billing stages
Export amoCRM customer details into formatted onboarding documents
Produce Excel sales reports from amoCRM pipeline updates
Generate meeting summaries from amoCRM event logs
Build order confirmation documents from amoCRM deal closures
Create proposal templates filled with amoCRM lead data
Export amoCRM contact updates into PDF profiles
Generate partnership agreements from amoCRM opportunities
Produce service renewal letters from amoCRM deal stages
How you can use amoCRM + Documentero
Generate Sales Contracts
Create a sales contract automatically in Documentero whenever a new deal is marked as won in amoCRM.
Client Onboarding Pack
Produce a welcome PDF with client details from amoCRM whenever a new customer is added.
Invoice Creation
Generate an invoice document when a deal stage in amoCRM changes to 'Ready for Billing'.
Meeting Reports
Automatically prepare a meeting summary in .docx when a new event is logged in amoCRM.
Weekly Sales Report
Compile a weekly report in Excel using deal data from amoCRM and export it through Documentero.
Setup Guides
Make Tutorial: Integrate amoCRM with Documentero
- Create a new scenario in Make.
- Add amoCRM to the scenario and choose one of the triggers (Watch Events, Watch Events (version 2)). 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 amoCRM trigger.
- Run or schedule your scenario and verify the output.
