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Insightly CRM - Create PDF, Word, Excel Documents
Insightly CRM connects with Documentero to turn customer and sales data into ready-to-use documents. When new records are added in Insightly, Documentero can instantly create contracts, proposals, or reports based on your templates. This saves time on manual formatting and ensures every document is consistent with your business standards. The integration works through API, Make, Zapier, or Power Automate, giving you flexible ways to set it up.
Insightly CRM
Documentero
Triggers
Watch objects — Triggers when a new object of a selected type is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Insightly CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Insightly CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate contracts from new Insightly opportunities
Create PDF proposals from Insightly CRM records
Export Insightly project details into DOCX reports
Build Excel sales reports from Insightly data
Generate client onboarding packets from Insightly contacts
Produce invoices from Insightly CRM opportunities
Create partnership agreements from Insightly leads
Export Insightly customer notes into formatted PDF documents
Generate status update reports from Insightly projects
Create renewal letters from Insightly account data
How you can use Insightly CRM + Documentero
Generate client proposals
When a new opportunity is created in Insightly, Documentero can automatically build a proposal in PDF or DOCX format using your custom template.
Create project reports
As soon as a project is added in Insightly, Documentero produces a detailed project report in DOCX or PDF.
Produce customer contracts
When a new contact is marked as a client in Insightly, Documentero generates a contract document ready for review.
Build sales summaries
Documentero can generate an XLSX sales summary whenever new deal data is logged in Insightly.
Prepare onboarding documents
When a new customer record is created in Insightly, Documentero prepares onboarding forms and guides in PDF.
Setup Guides
Zapier Tutorial: Integrate Insightly CRM with Documentero
- Create a new Zap in Zapier.
- Add Insightly CRM to the zap and choose one of the triggers (Watch objects). 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 Insightly CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Insightly CRM with Documentero
- Create a new scenario in Make.
- Add Insightly CRM to the scenario and choose one of the triggers (Watch objects). 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 Insightly CRM trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Insightly CRM with Documentero
- Create a new flow in Power Automate.
- Add Insightly CRM to the flow and choose one of the triggers (Watch objects). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Insightly CRM trigger.
- Test and save your flow.
