I
Interseller - Create PDF, Word, Excel Documents
Interseller connects with Documentero to automatically create professional documents whenever new contacts are added. Using the Watch Contacts trigger, details from Interseller can be sent to Documentero templates to generate files like PDFs, Word docs, or spreadsheets. This makes it easy to turn contact information into ready-to-use reports, welcome letters, or data sheets without manual work.
Interseller
Documentero
Triggers
Watch Contacts — Triggers when a contact is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Interseller using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Interseller using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome packets from new Interseller contacts
Create Word proposal templates filled with Interseller contact data
Export new Interseller contacts into Excel spreadsheets for reporting
Generate onboarding documents from Interseller contact details
Create personalized follow-up letters for each new Interseller lead
Automatically prepare sales briefing docs using Interseller contact info
Build candidate profile sheets from Interseller contacts in Word format
Export Interseller leads into formatted PDF contact directories
Generate recruitment status reports when new contacts are added in Interseller
Create custom agreement documents pre-filled with Interseller contact information
How you can use Interseller + Documentero
Generate welcome letters
When a new contact is added in Interseller, Documentero can create a personalized welcome letter in PDF format.
Create contact reports
Automatically build a Word report listing new contacts and their details whenever they are added in Interseller.
Export contact lists
Send new Interseller contacts to Documentero to generate an Excel spreadsheet with all relevant information.
Prepare client briefing docs
Use contact data from Interseller to instantly generate a briefing document for sales or recruitment teams.
Build personalized proposals
Trigger Documentero to create a tailored proposal document whenever a new lead is captured in Interseller.
Setup Guides
Zapier Tutorial: Integrate Interseller with Documentero
- Create a new Zap in Zapier.
- Add Interseller to the zap and choose one of the triggers (Watch Contacts). 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 Interseller trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Interseller with Documentero
- Create a new scenario in Make.
- Add Interseller to the scenario and choose one of the triggers (Watch Contacts). 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 Interseller trigger.
- Run or schedule your scenario and verify the output.
