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Hootsuite - Create PDF, Word, Excel Documents
Hootsuite connects with Documentero to turn social media activity into ready-to-use documents. When a message status changes in Hootsuite, the details can be sent to Documentero to generate reports, summaries, or spreadsheets. This helps teams quickly create files like PDFs or Excel sheets that capture engagement data or customer interactions. The integration works through API, Make, or Zapier, depending on your workflow needs.
Hootsuite
Documentero
Triggers
Watch Messages — Watch changes to a message's state.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Hootsuite using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Hootsuite using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Hootsuite message updates
Create Excel sheets from Hootsuite engagement data
Export Hootsuite message logs into Word documents
Generate weekly social media performance summaries as PDF
Create formatted customer support transcripts from Hootsuite messages
Export Hootsuite message analytics into Excel for team review
Automatically create .docx files with social media feedback from Hootsuite
Generate branded PDF reports from Hootsuite campaign interactions
Create Excel dashboards from Hootsuite message tracking
Export Hootsuite conversation history into Word for documentation
How you can use Hootsuite + Documentero
Social Media Report
Generate a PDF report in Documentero whenever Hootsuite tracks new message activity.
Customer Response Log
Create a Word document that records customer inquiries from Hootsuite messages.
Engagement Tracker
Export message status updates into an Excel file for performance tracking.
Team Briefing Document
Automatically prepare a .docx summary of key social media conversations for internal meetings.
Case Study Draft
Turn collected Hootsuite message data into a formatted document for marketing or research purposes.
Setup Guides
Zapier Tutorial: Integrate Hootsuite with Documentero
- Create a new Zap in Zapier.
- Add Hootsuite to the zap and choose one of the triggers (Watch Messages). 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 Hootsuite trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Hootsuite with Documentero
- Create a new scenario in Make.
- Add Hootsuite to the scenario and choose one of the triggers (Watch Messages). 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 Hootsuite trigger.
- Run or schedule your scenario and verify the output.
