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CallHippo - Create PDF, Word, Excel Documents
CallHippo connects with Documentero so you can turn call and SMS activity into ready-to-use documents. Each time a call or message is logged, Documentero can generate reports, summaries, or spreadsheets in the format you need. This makes it easy to keep records up to date and share information with your team without manual data entry.
CallHippo
Documentero
Triggers
Watch Call Activity — Triggers when there is a call activity.
Watch SMS Activity — Triggers when there is an SMS activity.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CallHippo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CallHippo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from CallHippo call logs
Create Excel sheets of SMS activity from CallHippo
Export client communication history from CallHippo into Word documents
Generate monthly call performance reports from CallHippo data
Create contact-specific call records in PDF using CallHippo and Documentero
Automatically generate a daily call activity log in Excel from CallHippo
Export SMS conversations into formatted Word files with Documentero
Create compliance-ready communication archives from CallHippo data
Generate team call activity scorecards in Excel using CallHippo
Create client meeting summaries from CallHippo call notes in PDF
How you can use CallHippo + Documentero
Call Summary Reports
Generate a detailed PDF report for every new call activity tracked in CallHippo.
SMS Logs
Create an Excel file of all SMS activities captured by CallHippo for weekly reviews.
Client Communication Records
Automatically produce a Word document that compiles all calls and messages with a specific client.
Team Performance Tracking
Export call activity into a formatted spreadsheet to track agent performance.
Monthly Communication Archive
Generate a monthly PDF archive of all call and SMS activities for compliance purposes.
Setup Guides
Zapier Tutorial: Integrate CallHippo with Documentero
- Create a new Zap in Zapier.
- Add CallHippo to the zap and choose one of the triggers (Watch Call Activity, Watch SMS Activity). 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 CallHippo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CallHippo with Documentero
- Create a new scenario in Make.
- Add CallHippo to the scenario and choose one of the triggers (Watch Call Activity, Watch SMS Activity). 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 CallHippo trigger.
- Run or schedule your scenario and verify the output.
