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ArtiBot.ai - Create PDF, Word, Excel Documents
ArtiBot.ai can connect with Documentero to turn chatbot conversations into ready-to-use documents. When a new lead is captured or updated in ArtiBot.ai, the details can be sent to Documentero to generate contracts, proposals, or reports. This integration helps businesses move from chat interactions to professional files like PDFs, Word documents, or spreadsheets without manual data entry.
ArtiBot.ai
Documentero
Triggers
Watch Leads — Triggers when a lead is created, updated or completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ArtiBot.ai using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ArtiBot.ai using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from ArtiBot.ai leads
Create Word proposals from chatbot conversations
Export lead data into Excel spreadsheets with Documentero
Build custom invoices directly from ArtiBot.ai responses
Produce client intake forms as PDFs from chatbot submissions
Generate personalized thank-you letters from completed leads
Create detailed project briefs from ArtiBot.ai captured data
Export chatbot responses into formatted Word reports
Generate signed agreement templates from ArtiBot.ai lead updates
Create marketing follow-up documents from chatbot leads
How you can use ArtiBot.ai + Documentero
Generate Lead Reports
Automatically create a PDF report in Documentero whenever a new lead is captured in ArtiBot.ai.
Prepare Sales Proposals
Use lead details from ArtiBot.ai to instantly generate a sales proposal document.
Create Onboarding Packets
When a lead is marked completed in ArtiBot.ai, Documentero can produce a welcome packet in Word format.
Build Contact Spreadsheets
Send updated lead information from ArtiBot.ai into Documentero to generate an Excel contact list.
Send Custom Quotes
Trigger Documentero to generate a personalized quote PDF once a lead submits their requirements through ArtiBot.ai.
Setup Guides
Zapier Tutorial: Integrate ArtiBot.ai with Documentero
- Create a new Zap in Zapier.
- Add ArtiBot.ai to the zap and choose one of the triggers (Watch Leads). 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 ArtiBot.ai trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ArtiBot.ai with Documentero
- Create a new scenario in Make.
- Add ArtiBot.ai to the scenario and choose one of the triggers (Watch Leads). 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 ArtiBot.ai trigger.
- Run or schedule your scenario and verify the output.
