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Facebook Messenger - Create PDF, Word, Excel Documents
Facebook Messenger can be connected with Documentero to turn incoming chats into ready-to-use documents. Whenever a new message arrives, the content can be captured and used to create PDFs, Word files, or spreadsheets based on your templates. This makes it easy to turn customer requests, orders, or inquiries sent via Messenger into organized files without manual copying.
Facebook Messenger
Documentero
Triggers
Watch Messages — Triggers when a new message is received.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Facebook Messenger using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Facebook Messenger using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Facebook Messenger orders
Create Word documents from Messenger customer inquiries
Export Messenger chat details into Excel spreadsheets
Generate contracts from Messenger agreement messages
Build daily PDF reports of Facebook Messenger conversations
Create formatted invoices from Messenger payment confirmations
Automatically generate support documentation from Messenger tickets
Export Messenger survey responses into Excel with Documentero
Create personalized welcome letters from Messenger onboarding chats
Generate shipping labels from Messenger order confirmations
How you can use Facebook Messenger + Documentero
Customer Order Receipts
Generate a PDF receipt in Documentero whenever a customer places an order through a Messenger chat.
Support Ticket Logs
Create a Word document log each time a new support request arrives in Messenger.
Event Registrations
Turn event sign-up details collected via Messenger messages into a formatted Excel sheet.
Client Agreements
Automatically produce a contract draft in Documentero when a client confirms terms over Messenger.
Daily Chat Summaries
Compile all Messenger conversations into a single PDF report at the end of each day.
Setup Guides
Zapier Tutorial: Integrate Facebook Messenger with Documentero
- Create a new Zap in Zapier.
- Add Facebook Messenger to the zap and choose one of the triggers (Watch Messages). 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 Facebook Messenger trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Facebook Messenger with Documentero
- Create a new scenario in Make.
- Add Facebook Messenger to the scenario and choose one of the triggers (Watch Messages). 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 Facebook Messenger trigger.
- Run or schedule your scenario and verify the output.
