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Customerly - Create PDF, Word, Excel Documents
Customerly can connect with Documentero to automatically generate personalized files whenever a customer event occurs. Using its webhook trigger, data from Customerly conversations or actions can be sent to Documentero to create .docx, .pdf, or .xlsx documents. This makes it easy to prepare customer reports, service summaries, or agreements without manual work. The integration works through API, Make, or Zapier, giving flexibility in how you set it up.
Customerly
Documentero
Triggers
Universal Trigger — Triggers when the entity to which you attached the webhook is executed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Customerly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Customerly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF support summaries from Customerly chats
Create professional service agreements from new Customerly signups
Export Customerly feedback into a formatted Word document
Generate Excel reports of customer service metrics from Customerly data
Create personalized onboarding documents from Customerly events
Automatically produce customer satisfaction reports from Customerly surveys
Generate renewal letters from Customerly subscription updates
Create case study documents using Customerly conversation history
Export Customerly contact details into a structured Excel file
Automatically prepare follow-up letters after Customerly support tickets close
How you can use Customerly + Documentero
Customer Support Report
Automatically create a PDF report of a customer's recent support interactions when a conversation is closed in Customerly.
Service Agreement
Generate a customized service agreement document as soon as a new customer signs up through Customerly.
Customer Feedback Summary
Produce a formatted .docx file summarizing customer feedback collected through Customerly chats.
Onboarding Checklist
Send customer details from Customerly to Documentero to create an onboarding checklist in PDF format.
Monthly Support Metrics
Export customer service statistics from Customerly into an .xlsx report generated by Documentero.
Setup Guides
Zapier Tutorial: Integrate Customerly with Documentero
- Create a new Zap in Zapier.
- Add Customerly to the zap and choose one of the triggers (Universal Trigger). 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 Customerly trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Customerly with Documentero
- Create a new scenario in Make.
- Add Customerly to the scenario and choose one of the triggers (Universal Trigger). 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 Customerly trigger.
- Run or schedule your scenario and verify the output.
