E
EspoCRM - Create PDF, Word, Excel Documents
EspoCRM connects with Documentero to turn your CRM data into ready-to-use documents. When records are created or updated in EspoCRM, Documentero can generate contracts, reports, or invoices using your templates. This helps teams move from stored data to professional files without manual editing. The integration works through API, Make, or Zapier for flexible automation.
EspoCRM
Documentero
Triggers
Watch Changes — Watches the creation, updating, deleting or field change events of various entity types.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from EspoCRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from EspoCRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from EspoCRM opportunities
Create Excel sales performance reports from EspoCRM data
Export customer invoices from EspoCRM orders into DOCX
Generate PDF meeting summaries from EspoCRM activities
Create customized HR documents from EspoCRM employee records
Automatically generate partner agreements from EspoCRM accounts
Export service tickets from EspoCRM into PDF reports
Create Excel pipeline analysis sheets from EspoCRM opportunities
Generate PDF proposals directly from EspoCRM leads
Automatically create renewal letters from EspoCRM subscription records
How you can use EspoCRM + Documentero
Generate Client Contracts
When a new deal is marked as won in EspoCRM, Documentero can create a contract in PDF or DOCX format using your saved template.
Produce Sales Reports
Automatically create a monthly sales report in Excel whenever opportunities are updated in EspoCRM.
Create Invoices
Trigger Documentero to generate an invoice each time a sales order is added in EspoCRM.
Export Meeting Summaries
Generate a PDF summary of meeting notes whenever an activity record is updated in EspoCRM.
Prepare HR Letters
When a new employee record is created in EspoCRM, Documentero can generate an onboarding letter in DOCX format.
Setup Guides
Zapier Tutorial: Integrate EspoCRM with Documentero
- Create a new Zap in Zapier.
- Add EspoCRM to the zap and choose one of the triggers (Watch Changes). 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 EspoCRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate EspoCRM with Documentero
- Create a new scenario in Make.
- Add EspoCRM to the scenario and choose one of the triggers (Watch Changes). 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 EspoCRM trigger.
- Run or schedule your scenario and verify the output.
