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Clickatell - Create PDF, Word, Excel Documents
Clickatell connects with Documentero so that incoming SMS messages can trigger the creation of documents in formats like PDF, Word, or Excel. When a new message arrives in your Clickatell account, the content can be passed directly into a custom template in Documentero. This makes it possible to turn SMS data into formatted reports, confirmations, or records without manual work. The integration works through API, Make, or Zapier, giving flexibility in how you set it up.
Clickatell
Documentero
Triggers
Watch New SMS — Triggers when a new SMS is received in your Clickatell Account Mobile Virtual Number.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Clickatell using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Clickatell using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SMS messages received in Clickatell
Create Word documents with customer feedback sent via SMS
Export SMS order details into Excel sheets using Documentero
Build formatted receipts from SMS payment confirmations
Generate PDF acknowledgment letters when clients text specific codes
Create structured Word templates for SMS-based appointment requests
Export daily SMS activity into a professional report file
Automatically generate compliance records from SMS interactions
Create formatted Excel logs of customer support SMS threads
Produce branded PDF forms based on SMS survey responses
How you can use Clickatell + Documentero
Generate SMS-based invoices
When a customer sends an SMS order, Documentero can create a ready-to-send invoice using a prebuilt template.
Create support tickets
Incoming SMS support requests can be captured and turned into structured PDF or Word tickets.
Produce daily SMS logs
Automatically compile all received SMS messages into a daily Excel report using Documentero.
Send confirmation letters
Trigger Documentero to generate a confirmation letter in PDF format when a client texts a keyword to your Clickatell number.
Archive customer requests
Convert SMS messages into formatted documents that can be stored for compliance or record-keeping.
Setup Guides
Zapier Tutorial: Integrate Clickatell with Documentero
- Create a new Zap in Zapier.
- Add Clickatell to the zap and choose one of the triggers (Watch New SMS). 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 Clickatell trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Clickatell with Documentero
- Create a new scenario in Make.
- Add Clickatell to the scenario and choose one of the triggers (Watch New SMS). 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 Clickatell trigger.
- Run or schedule your scenario and verify the output.
