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Cliengo - Create PDF, Word, Excel Documents
Cliengo works with Documentero to turn new or updated contact data into ready-to-use documents. When a lead is captured through Cliengo, Documentero can automatically generate contracts, proposals, or reports based on templates. This integration helps teams save time by removing manual document creation and ensures every lead gets the right file instantly.
Cliengo
Documentero
Triggers
Watch New Contacts — Triggers when a new contact has been added.
Watch Updated Contacts — Triggers when a contact has been updated or created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cliengo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cliengo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from Cliengo leads in Documentero
Create PDF contracts when new contacts are added in Cliengo
Export updated customer data from Cliengo into Excel files with Documentero
Build personalized welcome letters for new Cliengo contacts
Produce lead summary reports in PDF whenever Cliengo records change
Create onboarding checklists in Word format from Cliengo data
Automatically generate invoices for new Cliengo contacts with Documentero
Export contact updates from Cliengo into formatted business reports
Create partner agreements in DOCX when a new lead is captured in Cliengo
Generate marketing follow-up documents from Cliengo contact updates
How you can use Cliengo + Documentero
Generate Lead Reports
Create a PDF report every time a new contact is added in Cliengo.
Send Personalized Proposals
Use updated contact details from Cliengo to automatically generate a proposal document in Documentero.
Export Contact Summaries
Produce .docx summaries of all new leads captured by Cliengo for internal review.
Create Onboarding Documents
Automatically generate welcome packs in PDF when a new customer contact is created in Cliengo.
Build Sales Spreadsheets
Generate .xlsx files with updated contact information whenever Cliengo records are changed.
Setup Guides
Zapier Tutorial: Integrate Cliengo with Documentero
- Create a new Zap in Zapier.
- Add Cliengo to the zap and choose one of the triggers (Watch New Contacts, Watch Updated 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 Cliengo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cliengo with Documentero
- Create a new scenario in Make.
- Add Cliengo to the scenario and choose one of the triggers (Watch New Contacts, Watch Updated 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 Cliengo trigger.
- Run or schedule your scenario and verify the output.
