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Interact.do - Create PDF, Word, Excel Documents
Interact.do can connect with Documentero to turn live chat conversations into ready-to-use documents. When a customer finishes a chat, the data can be sent to Documentero to create contracts, quotes, or reports in .docx, .pdf, or .xlsx formats. This makes it easy to capture chat-driven information and produce professional files automatically through API, Zapier, Make, or Power Automate.
Interact.do
Documentero
Triggers
Receive an Effect — Receives an effect generated from a conversation.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Interact.do using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Interact.do using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from chatbot conversations
Create customer onboarding documents from chat interactions
Export lead details from Interact.do into formatted .docx files
Produce sales proposals from chatbot responses
Generate structured support tickets in PDF from live chat data
Create marketing reports from conversation analytics
Build Excel order sheets from chatbot purchase confirmations
Export customer feedback from Interact.do into structured reports
Automatically generate service agreements from chat forms
Create follow-up documents for prospects after chatbot sessions
How you can use Interact.do + Documentero
Generate a Quote
After a chat conversation where a prospect requests pricing, Interact.do sends the details to Documentero to create a PDF quote instantly.
Create a Support Summary
Once a support chat ends, the conversation log is passed to Documentero to generate a structured report in .docx format.
Produce an Order Form
When a customer confirms an order in chat, Interact.do triggers Documentero to generate a filled-out .xlsx order form.
Send a Meeting Recap
Chat notes collected in Interact.do can be sent to Documentero to create a professional recap document for internal teams.
Build a Customer Profile
Data gathered from a new lead in chat is sent to Documentero to automatically create a formatted PDF profile.
Setup Guides
Zapier Tutorial: Integrate Interact.do with Documentero
- Create a new Zap in Zapier.
- Add Interact.do to the zap and choose one of the triggers (Receive an Effect). 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 Interact.do trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Interact.do with Documentero
- Create a new scenario in Make.
- Add Interact.do to the scenario and choose one of the triggers (Receive an Effect). 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 Interact.do trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Interact.do with Documentero
- Create a new flow in Power Automate.
- Add Interact.do to the flow and choose one of the triggers (Receive an Effect). 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 Interact.do trigger.
- Test and save your flow.
