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FreeScout - Create PDF, Word, Excel Documents
FreeScout can be connected with Documentero to automatically create documents whenever new customer conversations or replies are logged. By using triggers like conversation created, assigned, or updated, you can generate ready-to-use PDFs, Word files, or Excel reports. This helps teams capture communication records, summaries, and reports directly from their helpdesk activity without manual copying.
FreeScout
Documentero
Triggers
Watch Conversations — Triggers when one of the following events occurs: convo.assigned, convo.created, convo.deleted, convo.moved, convo.status, convo.customer.reply.created, convo.agent.reply.created, convo.note.created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from FreeScout using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from FreeScout using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from FreeScout conversations
Create Word documents from customer replies in FreeScout
Export FreeScout conversation history into Excel spreadsheets
Generate formatted support tickets as .docx files from FreeScout
Build PDF archives of closed FreeScout conversations
Create Excel summaries of agent replies from FreeScout
Automatically generate customer communication logs in Word from FreeScout
Export FreeScout conversation notes into PDF templates
Generate Excel reports of FreeScout conversation status changes
Create formatted PDF summaries whenever a FreeScout conversation is assigned
How you can use FreeScout + Documentero
Customer Conversation Report
Generate a PDF report every time a new customer conversation is created in FreeScout.
Agent Activity Log
Create a Word document that records agent replies and notes for internal reporting.
Conversation Archive
Automatically export closed conversations into formatted .docx files for record-keeping.
Customer Feedback Summary
Compile customer replies into a structured PDF file for review and analysis.
Team Performance Sheet
Produce an Excel file showing conversation assignments and status changes for tracking workload.
Setup Guides
Zapier Tutorial: Integrate FreeScout with Documentero
- Create a new Zap in Zapier.
- Add FreeScout to the zap and choose one of the triggers (Watch Conversations). 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 FreeScout trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate FreeScout with Documentero
- Create a new scenario in Make.
- Add FreeScout to the scenario and choose one of the triggers (Watch Conversations). 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 FreeScout trigger.
- Run or schedule your scenario and verify the output.
