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CloudTalk - Create PDF, Word, Excel Documents
CloudTalk connects with Documentero to automatically create documents from your calls and contacts. When a new call or contact is logged in CloudTalk, Documentero can generate ready-to-use files like call summaries, contact sheets, or follow-up reports. This helps sales and support teams keep records organized and shareable without manual work. The integration works through API, Make, or Zapier for flexible setup.
CloudTalk
Documentero
Triggers
Watch New Call — Triggers when a new call has been created.
Watch New Contact — Triggers when a contact has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CloudTalk using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CloudTalk using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF call summaries from CloudTalk calls
Create Excel call tracking sheets from CloudTalk events
Export new CloudTalk contacts into Word profile documents
Generate customer support logs from CloudTalk call activity
Create sales meeting reports from CloudTalk call records
Automatically generate follow-up letters from new CloudTalk contacts
Export CloudTalk call data into PDF handover files
Create Word proposals after adding new CloudTalk contacts
Automatically generate training documents from CloudTalk call transcripts
Export CloudTalk call history into Excel for performance reviews
How you can use CloudTalk + Documentero
Call Summary Reports
Generate a PDF report of every new call logged in CloudTalk, including caller details and notes.
New Contact Profiles
Automatically create a Word document with full contact details whenever a new contact is added in CloudTalk.
Sales Follow-Up Sheets
Produce an Excel sheet listing new calls and contacts for sales reps to track follow-ups.
Customer Support Logs
Create a running PDF log of support calls that can be shared with managers or clients.
Deal Documentation
Generate a contract draft in Word when a new contact is added after a successful call.
Setup Guides
Zapier Tutorial: Integrate CloudTalk with Documentero
- Create a new Zap in Zapier.
- Add CloudTalk to the zap and choose one of the triggers (Watch New Call, Watch New Contact). 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 CloudTalk trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CloudTalk with Documentero
- Create a new scenario in Make.
- Add CloudTalk to the scenario and choose one of the triggers (Watch New Call, Watch New Contact). 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 CloudTalk trigger.
- Run or schedule your scenario and verify the output.
