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Initiative CRM - Create PDF, Word, Excel Documents
Initiative CRM can connect with Documentero to automatically turn customer records into ready-to-use documents. When a new record is created or updated in Initiative CRM, the data can be sent to Documentero to generate files like contracts, reports, or invoices. This helps teams quickly produce accurate documents without manual copy-pasting. The integration works through API or Make, giving flexibility in how data flows between the two platforms.
Initiative CRM
Documentero
Triggers
Watch Records — Triggers when a record is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Initiative CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Initiative CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Initiative CRM records
Create customer invoices from Initiative CRM data in Documentero
Export sales performance reports from Initiative CRM to Word
Build Excel sheets with updated client information from Initiative CRM
Produce onboarding documents from new Initiative CRM entries
Generate project status reports from Initiative CRM updates
Create proposal documents from Initiative CRM opportunities
Export service agreements from Initiative CRM to PDF
Build account summaries from Initiative CRM records in Word
Create renewal documents when Initiative CRM contract records are updated
How you can use Initiative CRM + Documentero
Client Contracts
Generate a pre-filled contract in PDF format whenever a new client record is added in Initiative CRM.
Sales Reports
Create a detailed sales report in .docx whenever a sales record is updated in the CRM.
Invoice Creation
Automatically produce invoices in .pdf when a deal is marked as closed in Initiative CRM.
Meeting Summaries
Export meeting notes into a formatted document whenever a meeting record is logged.
Customer Data Sheets
Generate an .xlsx file with updated customer details whenever a record is modified.
Setup Guides
Make Tutorial: Integrate Initiative CRM with Documentero
- Create a new scenario in Make.
- Add Initiative CRM to the scenario and choose one of the triggers (Watch Records). 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 Initiative CRM trigger.
- Run or schedule your scenario and verify the output.
