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involve.me - Create PDF, Word, Excel Documents
involve.me connects with Documentero to turn completed customer interactions into ready-to-use documents. When someone finishes a survey, quiz, or form in involve.me, the data can be sent directly to Documentero to generate PDFs, Word files, or Excel sheets. This makes it easy to create personalized reports, agreements, or feedback summaries without manual work.
involve.me
Documentero
Triggers
Watch Participant Finished — Triggers when your project has a new submission, meaning that your user reached the last page (thank you page or outcome page).
Actions
Create Document - Generate Word, Excel or PDF Document based on data from involve.me using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from involve.me using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF certificates from involve.me quiz completions
Create Word contracts from involve.me signup forms
Export involve.me survey results into Excel with Documentero
Generate personalized thank you letters after involve.me form submissions
Create branded invoices from involve.me payment forms
Automatically generate onboarding documents from involve.me registrations
Produce detailed customer feedback summaries in PDF from involve.me surveys
Create Excel reports of involve.me lead capture data
Generate personalized proposals from involve.me project completions
Export involve.me quiz outcomes into ready-to-send Word files
How you can use involve.me + Documentero
Customer Feedback Reports
Generate a PDF report in Documentero every time a customer completes a feedback form in involve.me.
Event Registration Confirmations
Automatically create a personalized confirmation letter in Word format when someone registers through an involve.me form.
Lead Capture Summaries
Send new lead details from involve.me to Documentero to produce an Excel file with all captured information.
Quiz Result Certificates
Issue a custom PDF certificate from Documentero after a participant finishes an involve.me quiz.
Service Agreements
Generate a pre-filled contract document in Documentero whenever a customer signs up through an involve.me project.
Setup Guides
Zapier Tutorial: Integrate involve.me with Documentero
- Create a new Zap in Zapier.
- Add involve.me to the zap and choose one of the triggers (Watch Participant Finished). 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 involve.me trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate involve.me with Documentero
- Create a new scenario in Make.
- Add involve.me to the scenario and choose one of the triggers (Watch Participant Finished). 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 involve.me trigger.
- Run or schedule your scenario and verify the output.
