C
Clever Messenger - Create PDF, Word, Excel Documents
Clever Messenger connects with Documentero so you can turn chatbot interactions into ready-to-use documents. When someone subscribes or gets tagged in Messenger or Instagram, the data can be sent to Documentero to create files like PDFs, Word documents, or spreadsheets. This makes it easy to generate reports, subscriber lists, or personalized documents directly from your chatbot activity.
Clever Messenger
Documentero
Triggers
Watch New Subscribers — Triggers when a new user subscribes to your page.
Watch New Tagged Subscribers — Triggers when a new tag is attached to a subscriber.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Clever Messenger using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Clever Messenger using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Messenger subscribers
Create Excel spreadsheets of tagged subscribers from Clever Messenger
Export chatbot subscriber data into Word documents for team sharing
Generate personalized welcome letters for new Instagram subscribers
Build downloadable registration confirmations from chatbot signups
Produce campaign performance summaries in PDF from Messenger data
Create mailing lists in Excel from new chatbot subscribers
Export chatbot engagement data into formatted documents for clients
Generate attendance certificates in PDF from Messenger registrations
Create branded subscriber profiles in Word format using chatbot data
How you can use Clever Messenger + Documentero
Subscriber Reports
Automatically generate a PDF report of new subscribers from Clever Messenger and save it for weekly review.
Tagged Subscriber Lists
Create an Excel file in Documentero whenever a user is tagged in Clever Messenger for campaign tracking.
Welcome Packets
Send subscriber details from Clever Messenger to Documentero to generate a personalized welcome document in .docx format.
Event Registrations
Whenever a user subscribes via Messenger, generate a registration confirmation PDF using Documentero.
Analytics Export
Export chatbot subscriber data into a formatted spreadsheet through Documentero for monthly analysis.
Setup Guides
Zapier Tutorial: Integrate Clever Messenger with Documentero
- Create a new Zap in Zapier.
- Add Clever Messenger to the zap and choose one of the triggers (Watch New Subscribers, Watch New Tagged Subscribers). 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 Clever Messenger trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Clever Messenger with Documentero
- Create a new scenario in Make.
- Add Clever Messenger to the scenario and choose one of the triggers (Watch New Subscribers, Watch New Tagged Subscribers). 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 Clever Messenger trigger.
- Run or schedule your scenario and verify the output.
