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Freshchat - Create PDF, Word, Excel Documents
Freshchat can connect with Documentero to automatically create documents whenever customer conversations trigger specific events. For example, when a chat is resolved or reassigned, Documentero can generate a PDF or Word file with the conversation details. This helps teams keep accurate records of customer interactions without manual copying. The integration works through API or Make, giving flexibility in how the data flows between the two platforms.
Freshchat
Documentero
Triggers
Watch Events — Triggers when a following event has occured (message creation & conversation reopen, assignment and resolution).
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Freshchat using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Freshchat using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF transcripts from Freshchat conversations
Create Word documents when Freshchat tickets are reassigned
Export Freshchat conversation history into Excel for analysis
Generate customer service reports from Freshchat events
Create compliance-ready documents from Freshchat chat logs
Automatically produce client case files when Freshchat conversations are reopened
Generate internal performance reports from Freshchat conversation data
Create structured documentation for Freshchat customer interactions
Export Freshchat support data into professional report templates
Generate follow-up documents when Freshchat issues are resolved
How you can use Freshchat + Documentero
Customer Support Transcript
Generate a PDF transcript of a resolved Freshchat conversation for record-keeping or compliance purposes.
Agent Handover Notes
Create a Word document with conversation details when a chat is reassigned to another support agent.
Customer Feedback Report
Automatically generate an Excel file summarizing customer messages after a conversation is closed.
Team Performance Log
Produce a document that tracks conversation assignments and resolutions for internal performance reviews.
Client Case Documentation
Generate a structured case file in PDF format whenever a conversation is reopened for follow-up.
Setup Guides
Make Tutorial: Integrate Freshchat with Documentero
- Create a new scenario in Make.
- Add Freshchat to the scenario and choose one of the triggers (Watch Events). 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 Freshchat trigger.
- Run or schedule your scenario and verify the output.
