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Avochato - Create PDF, Word, Excel Documents
Avochato connects with Documentero to turn customer text conversations into ready-to-use documents. Whenever a new message is received or sent, the information can be passed into Documentero templates to create PDFs, Word, or Excel files. This makes it easy to keep records, generate reports, or prepare customer-facing documents without manual copy-paste. The integration works through API, Make, or Zapier, giving teams flexible options to set up their workflows.
Avochato
Documentero
Triggers
Watch New Inbound Message — Triggers when an incoming text message arrives in your inbox.
Watch Contact Opted In — Triggers when a contact opts in to receiving text messages.
Watch Contact Opted Out — Triggers when a contact opts out of receiving text messages.
Watch New Outbound Message — Triggers when an outcoming text message was sent.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Avochato using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Avochato using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF message transcripts from Avochato conversations
Create Excel reports of contacts who opted in or out of text messaging
Export customer text interactions into Word documents for case files
Build formatted PDF summaries of inbound messages for team review
Generate campaign performance reports based on outbound text activity
Create downloadable message history files for compliance purposes
Export Avochato contact activity into Excel for customer analysis
Automatically generate Word documents with customer opt-in confirmations
Create PDF archives of all outbound messages sent in a specific timeframe
Export inbound and outbound message data into structured Excel sheets
How you can use Avochato + Documentero
Customer Message Log
Generate a PDF log of all inbound and outbound messages with a customer for record-keeping.
Opt-In Confirmation
Create a Word document confirming when a contact has opted in to receive text messages.
Opt-Out Report
Automatically prepare an Excel file listing all contacts who opted out during a given period.
Conversation Summary
Produce a formatted PDF summary of a text conversation to share internally with your team.
Outbound Campaign Record
Generate a document showing details of outbound messages sent during a marketing campaign.
Setup Guides
Zapier Tutorial: Integrate Avochato with Documentero
- Create a new Zap in Zapier.
- Add Avochato to the zap and choose one of the triggers (Watch New Inbound Message, Watch Contact Opted In, Watch Contact Opted Out). 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 Avochato trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Avochato with Documentero
- Create a new scenario in Make.
- Add Avochato to the scenario and choose one of the triggers (Watch New Inbound Message, Watch Contact Opted In, Watch Contact Opted Out). 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 Avochato trigger.
- Run or schedule your scenario and verify the output.
