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Lead Agent - Create PDF, Word, Excel Documents
Lead Agent connects with Documentero so you can turn SMS-based sales activity into ready-to-use documents. When leads are added or moved between groups, you can trigger Documentero to create contracts, invoices, or reports. The integration works through API, Make, or Zapier, giving you flexible ways to generate .docx, .pdf, or .xlsx files directly from your lead data.
Lead Agent
Documentero
Triggers
Watch Lead Groups — Triggers when a lead is added or removed from a group.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Lead Agent using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Lead Agent using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from SMS lead updates
Create Excel reports of new leads from Lead Agent groups
Export signed agreements when leads move into closed groups
Produce DOCX welcome letters for new SMS subscribers
Build sales performance reports from lead group activity
Generate invoices in PDF when deals are marked as won
Create onboarding packets for new customer groups
Export lead communication logs into formatted documents
Produce marketing summaries from SMS lead campaigns
Automatically generate follow-up letters when leads change status
How you can use Lead Agent + Documentero
Create Sales Contracts
When a new lead joins a group, automatically generate a sales contract in PDF format using Documentero templates.
Generate Lead Reports
Export updated lead group data into a formatted Excel report whenever leads are added or removed.
Send Welcome Documents
Trigger Documentero to create a welcome letter in DOCX format for new leads added to a group.
Invoice Generation
Automatically produce invoices in PDF when a lead moves into a 'Closed Deals' group.
Produce Meeting Summaries
Use lead group changes to create structured meeting summary documents for your sales team.
Setup Guides
Zapier Tutorial: Integrate Lead Agent with Documentero
- Create a new Zap in Zapier.
- Add Lead Agent to the zap and choose one of the triggers (Watch Lead Groups). 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 Lead Agent trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Lead Agent with Documentero
- Create a new scenario in Make.
- Add Lead Agent to the scenario and choose one of the triggers (Watch Lead Groups). 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 Lead Agent trigger.
- Run or schedule your scenario and verify the output.
