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ClickFunnels - Create PDF, Word, Excel Documents
ClickFunnels can connect with Documentero to automatically create professional documents whenever new purchases or contacts are added in your funnels. Using integrations through Make, Zapier, or API, you can trigger Documentero to generate contracts, invoices, or reports in .docx, .pdf, or .xlsx formats. This setup helps you keep customer records up to date and ensures buyers receive the right paperwork instantly.
ClickFunnels
Documentero
Triggers
Watch New Purchases — Watches for new purchases in your funnels. Please create a new webhook in the corresponding funnel’s settings using the given webhook URL. Please use one event per webhook to avoid duplicated data.
Watch New Contacts — Watches for new contacts created in the funnel.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ClickFunnels using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ClickFunnels using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from ClickFunnels purchases
Create customer contracts from ClickFunnels funnel signups
Export ClickFunnels sales data into Excel reports with Documentero
Build personalized welcome letters for new ClickFunnels contacts
Generate order confirmation documents from ClickFunnels transactions
Produce monthly sales summaries from ClickFunnels data in Documentero
Automatically create PDF receipts for ClickFunnels buyers
Generate custom onboarding forms from new ClickFunnels leads
Export ClickFunnels purchase history into Documentero templates
Create downloadable product certificates for ClickFunnels customers
How you can use ClickFunnels + Documentero
Invoice Generation
Automatically create a PDF invoice in Documentero whenever a new purchase is recorded in ClickFunnels.
Welcome Packets
Generate a customized welcome document in .docx format for every new contact added in ClickFunnels.
Sales Reports
Produce a detailed sales report in Excel each time new purchases are tracked in ClickFunnels.
Contract Creation
Trigger Documentero to generate pre-filled contracts when a new customer signs up through a ClickFunnels funnel.
Customer Summaries
Create a personalized PDF summary of customer details from ClickFunnels contact data.
Setup Guides
Zapier Tutorial: Integrate ClickFunnels with Documentero
- Create a new Zap in Zapier.
- Add ClickFunnels to the zap and choose one of the triggers (Watch New Purchases, Watch New Contacts). 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 ClickFunnels trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ClickFunnels with Documentero
- Create a new scenario in Make.
- Add ClickFunnels to the scenario and choose one of the triggers (Watch New Purchases, Watch New Contacts). 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 ClickFunnels trigger.
- Run or schedule your scenario and verify the output.
