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Corymbus - Create PDF, Word, Excel Documents
Corymbus connects with Documentero to turn CRM data into ready-to-use documents. When new contacts, accounts, or activities are added in Corymbus, Documentero can instantly generate contracts, invoices, or reports. This helps small businesses and freelancers quickly produce professional files without manual copy-paste work.
Corymbus
Documentero
Triggers
Watch New Activities — Triggers when a new activity is created.
Watch New Contacts — Triggers when a new contact is created.
Watch New Accounts — Triggers when a new account is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Corymbus using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Corymbus using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate invoices from Corymbus sales activities
Create PDF contracts from new Corymbus accounts
Export contact details from Corymbus into Word templates
Generate Excel activity logs from Corymbus events
Produce personalized welcome letters from new Corymbus contacts
Automatically create service agreements from Corymbus account data
Export sales reports from Corymbus into PDF format
Generate marketing letters from Corymbus contact records
Create project proposals from new Corymbus opportunities
Automatically produce account summary documents from Corymbus
How you can use Corymbus + Documentero
Create client contracts
Generate a contract in .docx or .pdf whenever a new account is created in Corymbus.
Send personalized proposals
Automatically build a proposal document when a new contact is added in Corymbus.
Activity-based reports
Produce detailed activity reports in .xlsx format each time a new activity is logged in Corymbus.
Invoice generation
Trigger a professional invoice in .pdf when a new sale-related activity is added to Corymbus.
Marketing follow-up letters
Generate a personalized follow-up letter whenever a new lead contact is created in Corymbus.
Setup Guides
Zapier Tutorial: Integrate Corymbus with Documentero
- Create a new Zap in Zapier.
- Add Corymbus to the zap and choose one of the triggers (Watch New Activities, Watch New Contacts, Watch New Accounts). 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 Corymbus trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Corymbus with Documentero
- Create a new scenario in Make.
- Add Corymbus to the scenario and choose one of the triggers (Watch New Activities, Watch New Contacts, Watch New Accounts). 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 Corymbus trigger.
- Run or schedule your scenario and verify the output.
