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Instapage - Create PDF, Word, Excel Documents
Instapage can connect with Documentero to automatically turn landing page form submissions into ready-to-use documents. When someone fills out a form on an Instapage landing page, the data can be sent to Documentero to create contracts, proposals, or reports in .docx, .pdf, or .xlsx format. This integration helps marketers and advertisers quickly generate professional files from leads without manual work.
Instapage
Documentero
Triggers
Watch Form Submissions — Triggers when a new form response is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Instapage using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Instapage using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Instapage form submissions
Create customized invoices from Instapage landing page leads
Export Instapage form data into XLSX reports with Documentero
Generate personalized event confirmation letters from Instapage registrations
Create downloadable whitepapers in PDF when users submit Instapage forms
Automatically generate employment application forms from Instapage job ads
Produce personalized welcome packets in DOCX from Instapage sign-ups
Generate donation receipts in PDF for Instapage charity campaigns
Export Instapage survey responses into formatted XLSX files
Create partnership agreements from Instapage collaboration inquiries
How you can use Instapage + Documentero
Generate Sales Proposals
Create a custom sales proposal in PDF whenever a potential client submits their details through an Instapage form.
Produce Event Tickets
Automatically generate event tickets in PDF format for attendees who register via an Instapage landing page.
Build Client Contracts
Turn form submissions into legally formatted contracts in DOCX format using Documentero templates.
Create Lead Reports
Send Instapage form data to Documentero to generate weekly lead summary reports in XLSX format.
Generate Invoices
Automatically issue invoices in PDF when a customer signs up for a paid service through an Instapage form.
Setup Guides
Zapier Tutorial: Integrate Instapage with Documentero
- Create a new Zap in Zapier.
- Add Instapage to the zap and choose one of the triggers (Watch Form Submissions). 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 Instapage trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Instapage with Documentero
- Create a new scenario in Make.
- Add Instapage to the scenario and choose one of the triggers (Watch Form Submissions). 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 Instapage trigger.
- Run or schedule your scenario and verify the output.
