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MEETOVO - Create PDF, Word, Excel Documents
MEETOVO can be connected with Documentero to turn incoming requests into ready-to-use documents. When a new inquiry is received in MEETOVO, the data can be sent to Documentero to generate contracts, quotes, or reports in formats like PDF, DOCX, or XLSX. The integration works through API, Make, or Zapier, giving teams flexible options to set up automated document creation based on their workflow.
MEETOVO
Documentero
Triggers
New inquiry — Triggers when a new inquiry is received.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MEETOVO using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MEETOVO using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from MEETOVO inquiries
Create DOCX proposals based on new requests in MEETOVO
Export MEETOVO client data into XLSX reports with Documentero
Generate customized invoices when MEETOVO receives a new request
Create personalized welcome letters from MEETOVO leads
Automatically generate service agreements from MEETOVO inquiries
Build structured project briefs in DOCX using MEETOVO request details
Export MEETOVO order information into formatted PDF documents
Create detailed pricing sheets from MEETOVO inquiries in XLSX
Generate follow-up letters in DOCX when a new MEETOVO request arrives
How you can use MEETOVO + Documentero
Generate Quotes
Create a professional PDF quote in Documentero whenever a new request is logged in MEETOVO.
Prepare Contracts
Automatically fill a contract template in Documentero with client details from MEETOVO inquiries.
Build Order Summaries
Send order information from MEETOVO to Documentero to generate a structured summary in DOCX format.
Client Reports
Trigger Documentero to create a report in XLSX whenever MEETOVO receives a new request.
Confirmation Letters
Use MEETOVO request data to auto-generate confirmation letters in Documentero for clients.
Setup Guides
Zapier Tutorial: Integrate MEETOVO with Documentero
- Create a new Zap in Zapier.
- Add MEETOVO to the zap and choose one of the triggers (New inquiry). 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 MEETOVO trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MEETOVO with Documentero
- Create a new scenario in Make.
- Add MEETOVO to the scenario and choose one of the triggers (New inquiry). 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 MEETOVO trigger.
- Run or schedule your scenario and verify the output.
