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lemlist - Create PDF, Word, Excel Documents
lemlist can connect with Documentero to turn campaign activities and email events into ready-to-use documents. When new actions happen in lemlist, Documentero can generate reports, summaries, or spreadsheets based on your templates. This makes it easy to keep track of outreach performance or share updates with your team in formats like PDF, DOCX, or XLSX.
lemlist
Documentero
Triggers
Watch Activities — Triggers when a new activity occurs in lemlist.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from lemlist using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from lemlist using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from lemlist campaign activities
Create DOCX client summaries from lemlist email engagement data
Export lemlist activity logs into XLSX spreadsheets
Generate branded sales reports from lemlist outreach results
Create weekly performance documents from lemlist activities
Automatically generate partner update PDFs from lemlist email events
Create internal team reports from lemlist campaign tracking
Export lemlist engagement metrics into formatted DOCX files
Generate client-ready XLSX sheets from lemlist activity data
Create monthly outreach summaries from lemlist campaigns
How you can use lemlist + Documentero
Campaign Activity Report
Generate a PDF report in Documentero every time a new activity is logged in lemlist.
Email Engagement Summary
Create a DOCX summary of email opens and clicks whenever lemlist records a new email event.
Team Update Sheets
Automatically build an XLSX file with recent lemlist activities to share with your sales team.
Client Performance Report
Produce a branded PDF report from Documentero whenever a client’s campaign activity is updated in lemlist.
Weekly Outreach Log
Compile all weekly lemlist activities into a DOCX file for record keeping.
Setup Guides
Zapier Tutorial: Integrate lemlist with Documentero
- Create a new Zap in Zapier.
- Add lemlist to the zap and choose one of the triggers (Watch Activities). 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 lemlist trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate lemlist with Documentero
- Create a new scenario in Make.
- Add lemlist to the scenario and choose one of the triggers (Watch Activities). 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 lemlist trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate lemlist with Documentero
- Create a new workflow in n8n.
- Add lemlist to the workflow and choose one of the triggers (Watch Activities). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the lemlist trigger.
- Execute (or activate) your workflow and verify the output.
