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Contacts+ - Create PDF, Word, Excel Documents
Contacts+ integrates with Documentero to turn your contact updates into ready-to-use documents. When new contacts are added, updated, or tagged, Documentero can instantly generate letters, reports, or spreadsheets. This helps teams keep records, share updates, or prepare client-facing files without manual formatting. The integration works through popular automation tools like Zapier, Make, n8n, Power Automate, or directly via API.
Contacts+
Documentero
Triggers
Watch Business Card Transcribed — Triggers when a business card has been transcribed.
Watch Contacts Created — Triggers when a new contact is created.
Watch Contacts Deleted — Triggers when an existing contact is deleted.
Watch Contacts Updated — Triggers when an existing contact is updated.
Watch Tags Created — Triggers when a new tag is created.
Watch Tags Deleted — Triggers when an existing tag is deleted.
Watch Tags Updated — Triggers when an existing tag is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Contacts+ using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Contacts+ using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client onboarding documents from new Contacts+ entries
Create personalized PDF introductions when a business card is transcribed in Contacts+
Export updated contact details into a formatted Word document
Generate Excel reports of contacts grouped by newly created tags
Produce PDF summaries whenever a contact is deleted in Contacts+
Create a professional directory from Contacts+ updates with Documentero templates
Automatically generate meeting-ready contact sheets from Contacts+
Export business card transcriptions into branded company letterheads
Create organized Excel lists of contacts with specific tags from Contacts+
Generate PDF reports of all recently updated contacts from Contacts+
How you can use Contacts+ + Documentero
New Contact Welcome Letter
Automatically generate a personalized welcome letter in PDF whenever a new contact is created in Contacts+.
Business Card to Contact Report
Create a professional .docx report every time a business card is transcribed into Contacts+.
Updated Contact Profile Sheet
Produce an updated contact profile document whenever a contact’s details are changed in Contacts+.
Client Tag Report
Generate an .xlsx spreadsheet listing all contacts under a new tag created in Contacts+.
Deleted Contact Archive
Automatically save a PDF archive of details whenever a contact is deleted in Contacts+.
Setup Guides
Zapier Tutorial: Integrate Contacts+ with Documentero
- Create a new Zap in Zapier.
- Add Contacts+ to the zap and choose one of the triggers (Watch Business Card Transcribed, Watch Contacts Created, Watch Contacts Deleted). 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 Contacts+ trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Contacts+ with Documentero
- Create a new scenario in Make.
- Add Contacts+ to the scenario and choose one of the triggers (Watch Business Card Transcribed, Watch Contacts Created, Watch Contacts Deleted). 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 Contacts+ trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Contacts+ with Documentero
- Create a new workflow in n8n.
- Add Contacts+ to the workflow and choose one of the triggers (Watch Business Card Transcribed, Watch Contacts Created, Watch Contacts Deleted). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Contacts+ trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Contacts+ with Documentero
- Create a new flow in Power Automate.
- Add Contacts+ to the flow and choose one of the triggers (Watch Business Card Transcribed, Watch Contacts Created, Watch Contacts Deleted). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Contacts+ trigger.
- Test and save your flow.
