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InforUMobile - Create PDF, Word, Excel Documents
InforUMobile works with Documentero to turn new leads and chatbot interactions into ready-to-use documents. When someone fills out a landing page form or completes a chatbot conversation, the data can be sent directly into Documentero templates to create contracts, reports, or spreadsheets. This connection also makes it easy to generate unsubscribe confirmations or records whenever a contact opts out. Integration is possible through API, Make, or Zapier, giving flexibility in how the two platforms connect.
InforUMobile
Documentero
Triggers
New Lead from Landing Page — Triggers when the customer submits a leads form on a landing page, survey, or registration form.
New Lead From Chatbot — Triggers when the customer ends a conversation with the chatbot.
Contact Unsubscribe — Triggers when the contact unsubscribes.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from InforUMobile using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from InforUMobile using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from InforUMobile lead forms
Create Excel reports from chatbot conversations in InforUMobile
Export unsubscribe confirmations from InforUMobile to Documentero
Generate personalized welcome letters from InforUMobile registrations
Create sales proposals from new InforUMobile leads
Automatically build survey result reports from InforUMobile in Documentero
Produce event participation certificates from InforUMobile sign-ups
Generate customer feedback summaries from InforUMobile chatbot sessions
Create compliance documentation when contacts unsubscribe in InforUMobile
Export marketing lead lists from InforUMobile into formatted Excel files
How you can use InforUMobile + Documentero
Generate lead reports
Create a PDF report in Documentero every time a new lead is captured from an InforUMobile landing page.
Produce chatbot summaries
Send chatbot conversation data to Documentero and generate a .docx summary for internal review.
Create registration confirmations
Automatically generate confirmation letters in PDF when a user completes a registration form on InforUMobile.
Export unsubscribe logs
When a contact unsubscribes, Documentero can create a timestamped record in .xlsx format for compliance tracking.
Build event attendee lists
Use Documentero to compile attendee spreadsheets when InforUMobile collects sign-ups from a survey or form.
Setup Guides
Zapier Tutorial: Integrate InforUMobile with Documentero
- Create a new Zap in Zapier.
- Add InforUMobile to the zap and choose one of the triggers (New Lead from Landing Page, New Lead From Chatbot, Contact Unsubscribe). 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 InforUMobile trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate InforUMobile with Documentero
- Create a new scenario in Make.
- Add InforUMobile to the scenario and choose one of the triggers (New Lead from Landing Page, New Lead From Chatbot, Contact Unsubscribe). 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 InforUMobile trigger.
- Run or schedule your scenario and verify the output.
