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HighLevel - Create PDF, Word, Excel Documents
HighLevel connects with Documentero to automatically create documents whenever contacts or opportunities are updated. By using triggers like contact updates or new events, you can generate contracts, proposals, or reports without manual work. The integration works through API, Make, Zapier, or n8n, giving flexibility to set up workflows that fit your business needs. This helps teams keep documents accurate and ready whenever client or sales data changes.
HighLevel
Documentero
Triggers
Watch Contact Updated — Triggers when a contact has been updated.
Watch Events — Triggers when entities are created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from HighLevel using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from HighLevel using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client contracts from HighLevel contact updates
Create personalized PDF proposals when a new HighLevel opportunity is created
Export HighLevel contact details into custom XLSX reports
Produce event summary documents when HighLevel events are updated
Automatically generate onboarding documents for new HighLevel contacts
Create renewal agreements when HighLevel opportunities move to a new stage
Export HighLevel pipeline data into formatted PDF reports
Generate invoices from HighLevel opportunity updates using Documentero
Create customized letters for HighLevel contacts in DOCX format
Automatically generate meeting notes from HighLevel event triggers
How you can use HighLevel + Documentero
Generate Updated Contracts
When a contact’s details are updated in HighLevel, Documentero can create a new version of their contract with the latest information.
Create Sales Proposals
Each time a new opportunity is logged in HighLevel, Documentero can generate a proposal document based on a pre-set template.
Produce Event Reports
When new events are added in HighLevel, Documentero can prepare PDF reports summarizing the event details.
Client Welcome Packets
As soon as a new contact is added or updated, Documentero can generate a personalized welcome packet in PDF or DOCX format.
Export Lead Summaries
HighLevel opportunity updates can trigger Documentero to build an XLSX summary file for sales teams to review.
Setup Guides
Zapier Tutorial: Integrate HighLevel with Documentero
- Create a new Zap in Zapier.
- Add HighLevel to the zap and choose one of the triggers (Watch Contact Updated, 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 HighLevel trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate HighLevel with Documentero
- Create a new scenario in Make.
- Add HighLevel to the scenario and choose one of the triggers (Watch Contact Updated, 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 HighLevel trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate HighLevel with Documentero
- Create a new workflow in n8n.
- Add HighLevel to the workflow and choose one of the triggers (Watch Contact Updated, 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the HighLevel trigger.
- Execute (or activate) your workflow and verify the output.
