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Klenty - Create PDF, Word, Excel Documents
Klenty connects with Documentero to automatically generate professional documents whenever sales engagement events occur. Sales teams can turn replies, clicks, or completed cadences into ready-to-share reports, proposals, or summaries without manual formatting. This integration helps keep client communication consistent and ensures every interaction is captured in a polished document format.
Klenty
Documentero
Triggers
Watch Cadence First Reply — Triggers when a cadence receives first reply.
Watch Clicks — Triggers when a prospect clicks on a tracked link.
Watch Complete Cadence — Triggers when a cadence is completed.
Watch Mail Bounce — Triggers when an email is bounced.
Watch Opens — Triggers when a prospect opens an email.
Watch Prospect Unsubscribe — Triggers when a prospect is unsubscribed.
Watch Replies — Triggers when a prospect replies to an email sent from Klenty.
Watch Send Prospect — Triggers when a prospect is manually sent to a webhook from the interface.
Watch Start Cadence — Triggers when a cadence is started.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Klenty using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Klenty using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales call summary documents from Klenty replies
Create client-ready proposals when a cadence is completed in Klenty
Export unsubscribe records from Klenty into PDF compliance files
Generate detailed click-through reports from Klenty activity in .docx format
Create onboarding documents whenever a new prospect is sent from Klenty
Automatically generate email bounce reports from Klenty in .xlsx format
Produce meeting prep documents based on first replies in Klenty
Create follow-up task sheets when a cadence starts in Klenty
Generate sales performance summaries from Klenty engagement data
Export prospect interaction history from Klenty into PDF archives
How you can use Klenty + Documentero
Generate Reply Reports
Create a PDF report in Documentero whenever a prospect replies to an email in Klenty.
Track Engagement Summaries
Automatically generate a .docx summary when a prospect clicks on tracked links or opens emails.
Cadence Completion Records
Produce a detailed .xlsx record of all prospects when a cadence is completed in Klenty.
Unsubscribe Documentation
Generate a formal document whenever a prospect unsubscribes to keep compliance records updated.
Bounce Tracking Logs
Create a PDF log of bounced emails from Klenty to share with the sales team for follow-up actions.
Setup Guides
Zapier Tutorial: Integrate Klenty with Documentero
- Create a new Zap in Zapier.
- Add Klenty to the zap and choose one of the triggers (Watch Cadence First Reply, Watch Clicks, Watch Complete Cadence). 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 Klenty trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Klenty with Documentero
- Create a new scenario in Make.
- Add Klenty to the scenario and choose one of the triggers (Watch Cadence First Reply, Watch Clicks, Watch Complete Cadence). 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 Klenty trigger.
- Run or schedule your scenario and verify the output.
