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Groove - Create PDF, Word, Excel Documents
Groove connects with Documentero to turn customer support data into ready-to-use documents. Teams can automatically generate reports, summaries, or follow-up files whenever new tickets, messages, or events are logged in Groove. With integrations through API, Make, or Zapier, this setup helps support teams create professional files without manual copy-pasting. The result is faster documentation and more accurate records for both internal use and customer communication.
Groove
Documentero
Triggers
Watch Agent Event — Triggers when a new agent event occurs.
Watch Customer Event — Triggers when a new customer event occurs.
Watch Message Event — Triggers when a new message event occurs.
Watch Ticket Event — Triggers when a new ticket event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Groove using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Groove using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Groove tickets with Documentero
Create .docx summaries of Groove customer interactions for internal reviews
Export Groove agent activity into an .xlsx file using Documentero
Generate customer support case files from Groove events in Documentero
Automatically create follow-up documents from Groove message events
Produce weekly performance reports from Groove data in Documentero
Export Groove ticket details into formatted PDF files for clients
Generate structured .docx documents from Groove customer events
Create compliance-ready records by exporting Groove data to Documentero
Automatically prepare customer communication documents from Groove tickets
How you can use Groove + Documentero
Customer Ticket Reports
Create a PDF report in Documentero whenever a new ticket is logged in Groove.
Agent Performance Summaries
Generate a .docx summary of agent events to review team activity on a weekly basis.
Customer Interaction Logs
Automatically produce an .xlsx file of customer events for record-keeping and audits.
Message Follow-up Docs
Generate a pre-formatted document whenever a new message event occurs in Groove.
Support Case Files
Bundle ticket details into a standardized PDF for sharing with management or clients.
Setup Guides
Zapier Tutorial: Integrate Groove with Documentero
- Create a new Zap in Zapier.
- Add Groove to the zap and choose one of the triggers (Watch Agent Event, Watch Customer Event, Watch Message Event). 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 Groove trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Groove with Documentero
- Create a new scenario in Make.
- Add Groove to the scenario and choose one of the triggers (Watch Agent Event, Watch Customer Event, Watch Message Event). 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 Groove trigger.
- Run or schedule your scenario and verify the output.
