C
ClickMeeting - Create PDF, Word, Excel Documents
ClickMeeting connects with Documentero to automatically create professional documents based on your online events. When a new conference is scheduled or a participant registers, Documentero can generate ready-to-share files like certificates, reports, or attendance records. This helps businesses and educators quickly prepare the paperwork they need without manual formatting. The integration works through API, Make, or Zapier for flexible automation.
ClickMeeting
Documentero
Triggers
Watch New Conference — Triggers when a new conference is created.
Watch New Registrant — Triggers when a new attendee registers to an event.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ClickMeeting using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ClickMeeting using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF certificates for ClickMeeting attendees
Create DOCX training handouts from ClickMeeting event details
Export ClickMeeting registration lists into XLSX spreadsheets
Generate post-webinar reports from ClickMeeting conferences
Create branded confirmation letters for ClickMeeting registrants
Automatically prepare meeting agendas in DOCX from ClickMeeting schedules
Generate attendance sheets in XLSX from ClickMeeting webinars
Create personalized thank-you letters for ClickMeeting participants
Export ClickMeeting participant data into formatted PDF documents
Generate event overview reports for ClickMeeting training sessions
How you can use ClickMeeting + Documentero
Generate Attendance Certificates
Automatically create personalized attendance certificates in PDF format when participants register for a ClickMeeting webinar.
Create Event Summary Reports
Produce detailed DOCX reports with event details whenever a new ClickMeeting conference is created.
Prepare Training Materials
Generate structured training documents in advance when a new ClickMeeting session is scheduled.
Send Confirmation Letters
Automatically generate and send confirmation letters in PDF format for each new registrant in ClickMeeting.
Export Registration Data
Create XLSX files with registrant details from ClickMeeting events for record-keeping or analysis.
Setup Guides
Zapier Tutorial: Integrate ClickMeeting with Documentero
- Create a new Zap in Zapier.
- Add ClickMeeting to the zap and choose one of the triggers (Watch New Conference, Watch New Registrant). 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 ClickMeeting trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ClickMeeting with Documentero
- Create a new scenario in Make.
- Add ClickMeeting to the scenario and choose one of the triggers (Watch New Conference, Watch New Registrant). 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 ClickMeeting trigger.
- Run or schedule your scenario and verify the output.
