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Chatforma - Create PDF, Word, Excel Documents
Chatforma connects with Documentero to turn chatbot conversations into ready-to-use documents. When a user submits input through Chatforma, the data can be sent directly to Documentero to generate PDFs, Word files, or spreadsheets. This makes it easy to capture chatbot interactions and instantly create professional documents without manual copy-paste work.
Chatforma
Documentero
Triggers
Watch New User Input — Triggers when new user input is found.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Chatforma using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Chatforma using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from chatbot orders
Create Word reports from chatbot survey answers
Export Excel spreadsheets from chatbot data entries
Build personalized contracts from chatbot conversations
Generate booking confirmations from chatbot reservations
Create shipping labels from chatbot order details
Export signed agreements from chatbot approvals
Generate onboarding documents from chatbot registrations
Create membership certificates from chatbot sign-ups
Produce service request forms from chatbot inputs
How you can use Chatforma + Documentero
Generate Quotes
When a customer requests a price through the chatbot, their input is sent to Documentero to create a PDF quote.
Create Feedback Reports
Collect feedback from users in Chatforma and automatically build a structured report in Word format.
Build Appointment Summaries
After a user books an appointment in the chatbot, Documentero generates a confirmation document with all details.
Export Order Forms
Turn chatbot order submissions into ready-to-share order forms in PDF or Excel.
Produce Consent Forms
When users agree to terms in the chatbot, their responses are recorded and turned into signed consent forms.
Setup Guides
Zapier Tutorial: Integrate Chatforma with Documentero
- Create a new Zap in Zapier.
- Add Chatforma to the zap and choose one of the triggers (Watch New User Input). 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 Chatforma trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Chatforma with Documentero
- Create a new scenario in Make.
- Add Chatforma to the scenario and choose one of the triggers (Watch New User Input). 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 Chatforma trigger.
- Run or schedule your scenario and verify the output.
