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Front - Create PDF, Word, Excel Documents
Front connects with Documentero so your team can automatically create documents whenever key inbox events occur. Using integrations through API, Make, or Zapier, you can trigger Documentero to generate contracts, reports, or summaries in .docx, .pdf, or .xlsx formats. This setup helps your team respond faster to customer requests and keep documentation accurate without manual effort.
Front
Documentero
Triggers
Watch Events — Triggers when an event by your rules is occured in the inboxes of your company.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Front using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Front using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Front inbox events
Create Word documents from tagged customer emails in Front
Export Excel summaries of team inbox activity from Front
Generate client proposals in DOCX when sales emails arrive in Front
Produce signed agreement templates from Front conversations
Create onboarding checklists in PDF from new client emails in Front
Generate incident reports in Word when flagged messages appear in Front
Build Excel trackers from Front support ticket updates
Automatically create meeting agendas in DOCX from calendar-related emails in Front
Export compliance documentation in PDF from Front inbox triggers
How you can use Front + Documentero
Client Onboarding Packets
When a new client email arrives in Front, automatically generate a welcome packet in PDF using Documentero.
Support Case Reports
Trigger Documentero to create a detailed case report in Word format whenever a support ticket is closed in Front.
Weekly Inbox Summaries
Create an Excel summary of all inbox activity for the week directly from Front events.
Contract Drafts
Generate a draft contract in DOCX whenever a sales inquiry email is flagged in Front.
Meeting Notes Archive
Automatically produce a PDF of meeting notes when tagged emails are received in Front.
Setup Guides
Zapier Tutorial: Integrate Front with Documentero
- Create a new Zap in Zapier.
- Add Front to the zap 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 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 Front trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Front with Documentero
- Create a new scenario in Make.
- Add Front 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 Front trigger.
- Run or schedule your scenario and verify the output.
