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Anabix CRM - Create PDF, Word, Excel Documents
Anabix CRM can be connected with Documentero to automatically create documents whenever contacts, activities, companies, deals, or tasks are updated. Using API, Make, or Power Automate, you can link CRM events directly to custom templates in Documentero. This allows you to quickly produce contracts, reports, or client summaries in .docx, .pdf, or .xlsx formats without manual effort. The integration helps keep your paperwork aligned with the latest CRM updates.
Anabix CRM
Documentero
Triggers
Sleduj kontakty — Sleduje změnu na kontaktech
Sleduj nové aktivity — Sleduje nové aktivity
Sleduj firmy — Sleduje změny ve firmách
Sleduj obchodní případy — Sleduje změny v obchodních případech
Sleduj úkoly — Sleduje změny na úkolech
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Anabix CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Anabix CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Anabix CRM contact updates
Create .docx contracts from new Anabix CRM business deals
Export Excel sheets with updated Anabix CRM task data
Generate company profile PDFs when Anabix CRM company records change
Create client summary documents from Anabix CRM activity logs
Automatically prepare sales proposal documents from Anabix CRM opportunities
Generate meeting notes in PDF from new activities in Anabix CRM
Create onboarding documents when new clients are added in Anabix CRM
Export performance reports from Anabix CRM tasks into Excel
Automatically generate follow-up letters from updated Anabix CRM contacts
How you can use Anabix CRM + Documentero
Generate contracts from new deals
When a new business deal is created in Anabix CRM, Documentero can instantly generate a contract document using a predefined template.
Create client reports
Whenever a contact is updated in Anabix CRM, Documentero can produce a client report in PDF format to share internally or with the client.
Export company profiles
Changes in company records in Anabix CRM can trigger Documentero to generate updated company profile documents.
Prepare activity summaries
New activities logged in Anabix CRM can automatically create an activity summary document for managers.
Task completion sheets
When tasks are updated in Anabix CRM, Documentero can generate task completion sheets in Excel for project tracking.
Setup Guides
Make Tutorial: Integrate Anabix CRM with Documentero
- Create a new scenario in Make.
- Add Anabix CRM to the scenario and choose one of the triggers (Sleduj kontakty, Sleduj nové aktivity, Sleduj firmy). 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 Anabix CRM trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Anabix CRM with Documentero
- Create a new flow in Power Automate.
- Add Anabix CRM to the flow and choose one of the triggers (Sleduj kontakty, Sleduj nové aktivity, Sleduj firmy). 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 Anabix CRM trigger.
- Test and save your flow.
