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ManyChat - Create PDF, Word, Excel Documents
ManyChat can connect with Documentero to automatically create documents based on chatbot interactions. When a user submits data through a ManyChat conversation, that information can be passed into Documentero templates to generate PDFs, Word files, or spreadsheets. This makes it easy to turn chatbot responses into usable files for customers, staff, or record-keeping.
ManyChat
Documentero
Triggers
Watch Incoming Data — Triggers when new data is coming from Manychat.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ManyChat using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ManyChat using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from ManyChat order data
Create personalized certificates from ManyChat form submissions
Export chatbot survey results into Excel reports with Documentero
Build custom contracts from ManyChat lead capture forms
Generate shipping labels from ManyChat e-commerce conversations
Create onboarding documents from ManyChat sign-up flows
Automatically generate receipts from ManyChat payment confirmations
Produce membership cards from ManyChat registration data
Create detailed service agreements from ManyChat booking details
Export chatbot Q&A responses into formatted Word documents
How you can use ManyChat + Documentero
Generate Quotes
When a customer requests a price estimate through ManyChat, their details can be sent to Documentero to produce a professional quote in PDF format.
Create Order Confirmations
After a chatbot records a purchase, Documentero can generate an order confirmation document and email it to the buyer.
Produce Event Tickets
Collect event registration details via ManyChat and instantly generate personalized tickets in PDF or Word format using Documentero.
Build Customer Reports
Chat responses gathered in ManyChat can be compiled into structured reports with Documentero templates for internal review.
Generate Invoices
When ManyChat logs a completed order, Documentero can use that data to create and send a professional invoice.
Setup Guides
Zapier Tutorial: Integrate ManyChat with Documentero
- Create a new Zap in Zapier.
- Add ManyChat to the zap and choose one of the triggers (Watch Incoming Data). 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 ManyChat trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ManyChat with Documentero
- Create a new scenario in Make.
- Add ManyChat to the scenario and choose one of the triggers (Watch Incoming Data). 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 ManyChat trigger.
- Run or schedule your scenario and verify the output.
