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ChatBot - Create PDF, Word, Excel Documents
ChatBot can be connected with Documentero to automatically create documents whenever users send specific messages in a chat. By using triggers from ChatBot, you can generate PDFs, Word files, or Excel sheets based on custom templates in Documentero. This setup helps businesses respond quickly with the right files, such as reports, confirmations, or forms, without manual work.
ChatBot
Documentero
Triggers
Watch New Message — Triggers when a user sends a specific message into a chat.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ChatBot using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ChatBot using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from ChatBot orders
Create Word contracts when clients confirm services in ChatBot
Export Excel reports from ChatBot survey responses
Generate personalized welcome letters when new users message ChatBot
Produce invoices directly from ChatBot purchase requests
Create project proposals from ChatBot client inquiries
Automatically generate booking confirmations from ChatBot reservations
Export signed agreements when clients approve terms in ChatBot
Generate shipping labels from ChatBot delivery requests
Create customized event tickets from ChatBot registrations
How you can use ChatBot + Documentero
Instant Quote Generation
When a customer asks for a price quote in ChatBot, Documentero creates a ready-to-send PDF quote using a predesigned template.
Order Confirmation
After a user places an order through ChatBot, Documentero generates a confirmation document in .docx or PDF format and delivers it instantly.
Customer Support Ticket
When a user reports an issue in ChatBot, Documentero produces a detailed ticket document that can be shared with the support team.
Appointment Summary
If a client books an appointment via ChatBot, Documentero creates a summary file with all details for both the client and staff.
Survey Results Report
When users complete a survey in ChatBot, Documentero compiles the responses into an Excel or PDF report.
Setup Guides
Zapier Tutorial: Integrate ChatBot with Documentero
- Create a new Zap in Zapier.
- Add ChatBot to the zap and choose one of the triggers (Watch New Message). 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 ChatBot trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ChatBot with Documentero
- Create a new scenario in Make.
- Add ChatBot to the scenario and choose one of the triggers (Watch New Message). 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 ChatBot trigger.
- Run or schedule your scenario and verify the output.
