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Deskera - Create PDF, Word, Excel Documents
Deskera connects with Documentero to automatically create documents whenever new contacts or deals are added in CRM. This means you can instantly generate proposals, contracts, or reports without manual work. The integration works through API, Make, or Zapier, giving flexibility in how you set up your workflows. It’s a practical way to keep your documents consistent and ready whenever new business activity happens in Deskera.
Deskera
Documentero
Triggers
New CRM Contact Event — Triggers when a new contact is added to CRM.
New CRM Deal Event — Triggers when a new deal is added to CRM.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Deskera using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Deskera using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Deskera CRM deals
Create personalized client welcome kits when a new Deskera contact is added
Export Deskera CRM deal data into Excel reports with Documentero
Generate professional invoices from Deskera deal information
Create custom proposal documents from new Deskera opportunities
Automatically generate onboarding forms for new Deskera CRM contacts
Export Deskera sales pipeline data into formatted PDF reports
Create signed agreement templates from Deskera deal records
Automatically generate performance dashboards in Excel from Deskera CRM
Produce company-branded letters for new Deskera clients
How you can use Deskera + Documentero
Create welcome letters
Generate a personalized welcome letter in PDF format whenever a new CRM contact is added in Deskera.
Generate deal contracts
Automatically produce a contract document when a new deal is created in Deskera CRM.
Prepare sales reports
Build a sales report in Excel each time a new deal is logged, using data from Deskera.
Send onboarding documents
Trigger Documentero to create onboarding packets for new contacts added in Deskera.
Produce deal summaries
Generate a professional summary document for each new CRM deal to share with stakeholders.
Setup Guides
Zapier Tutorial: Integrate Deskera with Documentero
- Create a new Zap in Zapier.
- Add Deskera to the zap and choose one of the triggers (New CRM Contact Event, New CRM Deal Event). 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 Deskera trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Deskera with Documentero
- Create a new scenario in Make.
- Add Deskera to the scenario and choose one of the triggers (New CRM Contact Event, New CRM Deal Event). 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 Deskera trigger.
- Run or schedule your scenario and verify the output.
