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Apollo - Create PDF, Word, Excel Documents
Apollo connects with Documentero to turn new or updated contact and account data into ready-to-use documents. When Apollo detects a new lead or account, Documentero can automatically generate proposals, reports, or onboarding files. This saves time by creating professional documents directly from Apollo’s data without manual entry.
Apollo
Documentero
Triggers
Watch Updated Contacts — Triggers when an existing contact is updated.
Watch New Accounts — Triggers when a new account is created.
Watch New Contacts — Triggers when a new contact is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Apollo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Apollo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from Apollo contacts
Create onboarding documents when a new Apollo account is added
Export Apollo leads into Excel reports with Documentero
Generate client summaries from updated Apollo contact details
Create account review documents from Apollo account updates
Automatically build PDF brochures for new Apollo prospects
Generate meeting notes templates filled with Apollo contact data
Create internal performance reports from Apollo account activity
Export Apollo contact changes into formatted DOCX documents
Generate client-ready agreements from Apollo account records
How you can use Apollo + Documentero
New Contact Proposal
When a new contact is created in Apollo, Documentero generates a personalized sales proposal in PDF format.
Updated Contact Report
Each time a contact is updated in Apollo, Documentero produces a refreshed account summary in DOCX for internal teams.
New Account Onboarding Pack
When Apollo adds a new account, Documentero creates a customized onboarding document set in PDF for client distribution.
Lead Export to Excel
Export new Apollo leads into a structured XLSX file generated by Documentero for sales tracking.
Quarterly Account Review
Use Apollo’s updated account data to create quarterly review documents in DOCX with Documentero.
Setup Guides
Zapier Tutorial: Integrate Apollo with Documentero
- Create a new Zap in Zapier.
- Add Apollo to the zap and choose one of the triggers (Watch Updated Contacts, Watch New Accounts, Watch New 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 Apollo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Apollo with Documentero
- Create a new scenario in Make.
- Add Apollo to the scenario and choose one of the triggers (Watch Updated Contacts, Watch New Accounts, Watch New 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 Apollo trigger.
- Run or schedule your scenario and verify the output.
