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dotdigital - Create PDF, Word, Excel Documents
dotdigital can be connected with Documentero to turn survey responses into ready-to-use documents. When someone completes a survey in dotdigital, the data can automatically feed into custom templates in Documentero. This makes it easy to create formatted reports, summaries, or spreadsheets without manual copying. The integration works through API, Make, or Zapier, giving users flexible ways to set up their workflows.
dotdigital
Documentero
Triggers
Watch Survey Responses — Triggers when a new survey response has been added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from dotdigital using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from dotdigital using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from dotdigital survey responses
Create Word documents with customer feedback collected in dotdigital
Export dotdigital survey data into Excel spreadsheets
Build client-ready feedback summaries from dotdigital responses
Produce branded documents from dotdigital survey results
Generate downloadable reports for dotdigital survey participants
Create internal review documents from dotdigital survey data
Export dotdigital surveys into formatted quarterly analysis files
Generate presentation-ready documents from dotdigital feedback
Create audit-ready records from dotdigital survey submissions
How you can use dotdigital + Documentero
Survey Feedback Report
Generate a PDF report in Documentero every time a new survey response is submitted in dotdigital.
Customer Insights Spreadsheet
Collect survey answers from dotdigital and export them into a structured .xlsx file using Documentero.
Team Update Document
Create a Word document with the latest survey responses and share it with your team automatically.
Client Summary File
Send clients a formatted .docx summary of their feedback captured in dotdigital surveys.
Quarterly Analysis Pack
Compile multiple survey responses into a single PDF pack for management review.
Setup Guides
Zapier Tutorial: Integrate dotdigital with Documentero
- Create a new Zap in Zapier.
- Add dotdigital to the zap and choose one of the triggers (Watch Survey Responses). 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 dotdigital trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate dotdigital with Documentero
- Create a new scenario in Make.
- Add dotdigital to the scenario and choose one of the triggers (Watch Survey Responses). 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 dotdigital trigger.
- Run or schedule your scenario and verify the output.
