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Autoklose - Create PDF, Word, Excel Documents
Autoklose connects with Documentero to automatically create professional documents whenever key email events happen in your campaigns. You can generate reports, summaries, or personalized files in formats like PDF, DOCX, or XLSX without manual work. This integration helps sales teams keep records up to date and share ready-to-use documents with clients or colleagues right when they are needed.
Autoklose
Documentero
Triggers
Watch Email Bounced — Triggers when a bounce reply is detected.
Watch Email Clicked — Triggers when a user clicked a link in a campaign email.
Watch Email Opened — Triggers when a campaign email is opened.
Watch Email Replied — Triggers when a user replied to a campaign email.
Watch Email Sent — Triggers when an email is sent.
Watch Email Subscribed — Triggers when a recipient subscribed to a campaign email.
Watch Email Unsubscribed — Triggers when a recipient unsubscribed from a campaign email.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Autoklose using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Autoklose using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Autoklose email open events
Create DOCX summaries when prospects reply to Autoklose campaigns
Export XLSX files of bounced email records from Autoklose
Generate client-ready PDF documents when Autoklose detects a link click
Create onboarding documents after Autoklose registers a new subscriber
Automatically generate unsubscribe confirmation PDFs from Autoklose events
Export campaign engagement data from Autoklose into XLSX via Documentero
Create personalized DOCX follow-up letters when Autoklose emails are sent
Generate weekly PDF summaries of Autoklose campaign activity
Automatically create sales team reports in XLSX from Autoklose email interactions
How you can use Autoklose + Documentero
Campaign Performance Report
Generate a PDF report in Documentero each time a campaign email is opened or clicked in Autoklose.
Bounce Tracking Log
Create an XLSX file with details of bounced emails whenever Autoklose detects a bounce event.
Client Engagement Summary
Produce a DOCX summary document every time a recipient replies to an Autoklose email.
Subscription Records
Automatically generate a PDF record when a recipient subscribes or unsubscribes from a campaign email.
Sent Email Archive
Build a running XLSX archive of all sent emails from Autoklose, updated through Documentero.
Setup Guides
Zapier Tutorial: Integrate Autoklose with Documentero
- Create a new Zap in Zapier.
- Add Autoklose to the zap and choose one of the triggers (Watch Email Bounced, Watch Email Clicked, Watch Email Opened). 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 Autoklose trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Autoklose with Documentero
- Create a new scenario in Make.
- Add Autoklose to the scenario and choose one of the triggers (Watch Email Bounced, Watch Email Clicked, Watch Email Opened). 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 Autoklose trigger.
- Run or schedule your scenario and verify the output.
