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Flexie CRM - Create PDF, Word, Excel Documents
Flexie CRM connects with Documentero so you can automatically create professional documents whenever customer data changes in your CRM. Using Flexie’s universal trigger, you can send information directly into Documentero templates and instantly generate PDFs, Word files, or spreadsheets. This integration helps you keep documents consistent and ready without needing to manually copy data from Flexie into files.
Flexie CRM
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 Flexie CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Flexie CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Flexie CRM opportunities
Create Word proposals from Flexie CRM deal data
Export Flexie CRM customer records into Excel spreadsheets
Generate onboarding packets from new Flexie CRM contacts
Build monthly performance reports from Flexie CRM activities
Produce invoices in Excel format from Flexie CRM payment entries
Automatically create renewal agreements from Flexie CRM subscription data
Generate signed order forms from Flexie CRM sales stages
Create service reports from Flexie CRM support tickets
Export Flexie CRM lead data into PDF summaries for meetings
How you can use Flexie CRM + Documentero
Send proposals
When a new deal is marked as qualified in Flexie CRM, Documentero generates a proposal document using the client’s details.
Customer contracts
Create a contract in .docx format whenever a Flexie CRM opportunity moves to the 'Won' stage.
Monthly reports
Automatically build a PDF report summarizing customer activities tracked in Flexie at the end of each month.
Onboarding documents
Generate welcome packets in PDF for new clients added to Flexie CRM.
Invoice creation
Produce an invoice in .xlsx whenever a payment record is logged in Flexie CRM.
Setup Guides
Zapier Tutorial: Integrate Flexie CRM with Documentero
- Create a new Zap in Zapier.
- Add Flexie CRM 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 Flexie CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Flexie CRM with Documentero
- Create a new scenario in Make.
- Add Flexie CRM 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 Flexie CRM trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Flexie CRM with Documentero
- Create a new flow in Power Automate.
- Add Flexie CRM to the flow 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Flexie CRM trigger.
- Test and save your flow.
