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Mautic - Create PDF, Word, Excel Documents
Mautic can connect with Documentero to automatically generate documents whenever a new event occurs in your marketing campaigns. By linking Mautic’s event triggers with Documentero templates, you can instantly create files such as contracts, reports, or personalized offers in .docx, .pdf, or .xlsx formats. This integration works through API, Make, Zapier, or n8n, giving you flexibility in how you set up the workflow.
Mautic
Documentero
Triggers
Watch Events — Triggers when a new event given by the selection parameter is occured.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Mautic using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Mautic using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Mautic campaign events
Create personalized contracts from Mautic lead activity
Export Mautic lead engagement data into Excel with Documentero
Generate marketing performance summaries from Mautic triggers
Create customized onboarding documents when a new Mautic contact is added
Automatically generate invoices from Mautic form submissions
Export Mautic survey responses into formatted PDF files
Create event attendance sheets from Mautic registrations
Generate personalized thank-you letters from Mautic email interactions
Automatically create sales proposals from Mautic deal updates
How you can use Mautic + Documentero
Generate Event Reports
Create a PDF report in Documentero every time Mautic logs a new campaign event.
Send Personalized Offers
Automatically generate a customized .docx offer when a lead reaches a specific stage in Mautic.
Export Lead Data
Turn Mautic lead activity into an .xlsx file for sharing with your sales team.
Create Attendance Certificates
Generate certificates in PDF format for participants after a Mautic webinar event is triggered.
Prepare Meeting Summaries
When Mautic logs a scheduled meeting, Documentero can produce a pre-formatted summary document.
Setup Guides
Zapier Tutorial: Integrate Mautic with Documentero
- Create a new Zap in Zapier.
- Add Mautic to the zap and choose one of the triggers (Watch Events). 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 Mautic trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Mautic with Documentero
- Create a new scenario in Make.
- Add Mautic to the scenario and choose one of the triggers (Watch Events). 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 Mautic trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Mautic with Documentero
- Create a new workflow in n8n.
- Add Mautic to the workflow and choose one of the triggers (Watch Events). 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 Mautic trigger.
- Execute (or activate) your workflow and verify the output.
