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NetHunt - Create PDF, Word, Excel Documents
NetHunt CRM connects with Documentero to turn customer data and activity into ready-to-use documents. When a new record, comment, or call log is created in NetHunt, Documentero can generate files like contracts, reports, or summaries based on custom templates. This helps teams quickly create professional documents using the information already stored in their CRM. The integration works through API, Make, or Zapier for flexible automation.
NetHunt
Documentero
Triggers
Watch Call Logs — Triggers when a new call log has been created.
Watch Comments — Triggers when a new comment has been added within a specific folder.
Watch Google Drive Files — Triggers when Google Drive file has been created.
Watch Records — Triggers when a new record has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from NetHunt using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from NetHunt using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from NetHunt call logs
Create customer contracts from new NetHunt records
Export NetHunt comments into formatted meeting documents
Build onboarding checklists from NetHunt client data
Generate Excel summaries from NetHunt sales opportunities
Create signed agreements from NetHunt deal records
Produce account review reports from NetHunt activity
Export Google Drive files linked in NetHunt into structured reports
Create personalized invoices from NetHunt CRM data
Generate project status updates from NetHunt folder activity
How you can use NetHunt + Documentero
Client Call Reports
Generate a PDF report in Documentero whenever a new call log is created in NetHunt.
Customer Onboarding Docs
Automatically create a welcome packet in .docx format when a new customer record is added in NetHunt.
Project File Updates
Produce updated status documents whenever a new Google Drive file is linked to a NetHunt record.
Internal Meeting Notes
Turn new NetHunt comments into structured meeting note documents using Documentero templates.
Sales Proposals
Create a customized sales proposal in PDF when a new opportunity record is created in NetHunt.
Setup Guides
Zapier Tutorial: Integrate NetHunt with Documentero
- Create a new Zap in Zapier.
- Add NetHunt to the zap and choose one of the triggers (Watch Call Logs, Watch Comments, Watch Google Drive Files). 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 NetHunt trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate NetHunt with Documentero
- Create a new scenario in Make.
- Add NetHunt to the scenario and choose one of the triggers (Watch Call Logs, Watch Comments, Watch Google Drive Files). 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 NetHunt trigger.
- Run or schedule your scenario and verify the output.
