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Nutshell - Create PDF, Word, Excel Documents
Nutshell connects with Documentero to automatically create documents whenever new leads, contacts, or activities are added in your CRM. Sales teams can turn won leads into ready-to-send contracts, reports, or invoices without manual data entry. With integrations through API, Make, or Zapier, you can keep your document workflows in sync with your CRM updates.
Nutshell
Documentero
Triggers
Watch Lead Won — Triggers when a new lead has been won.
Watch Leads — Triggers when a new lead has been created.
Watch Persons — Triggers when a new person has been created.
Watch Companies — Triggers when a new company has been created.
Watch Activities — Triggers when a new activity has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Nutshell using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Nutshell using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales contracts from Nutshell won leads
Create PDF invoices from Nutshell CRM data
Export Nutshell contact details into customized welcome letters
Build company profile documents from Nutshell company records
Generate activity summary reports from Nutshell logged activities
Create lead qualification sheets from new Nutshell leads
Automatically produce proposal templates from Nutshell opportunities
Export Nutshell client data into onboarding documents
Generate performance reports from Nutshell sales activities
Create Excel trackers from Nutshell lead and deal information
How you can use Nutshell + Documentero
Create Contracts from Won Leads
When a lead is marked as won in Nutshell, Documentero can generate a contract in .docx or PDF format using your saved template.
Generate Welcome Letters for New Clients
As soon as a new person is added in Nutshell, Documentero can create a personalized welcome letter ready to send.
Produce Company Profiles
When a new company is added in Nutshell, Documentero can fill out a company profile document with stored details.
Activity Reports
Each time a new activity is logged in Nutshell, Documentero can generate a daily or weekly summary report.
Lead Summaries
When new leads are created in Nutshell, Documentero can generate a one-page summary document for internal team review.
Setup Guides
Zapier Tutorial: Integrate Nutshell with Documentero
- Create a new Zap in Zapier.
- Add Nutshell to the zap and choose one of the triggers (Watch Lead Won, Watch Leads, Watch Persons). 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 Nutshell trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Nutshell with Documentero
- Create a new scenario in Make.
- Add Nutshell to the scenario and choose one of the triggers (Watch Lead Won, Watch Leads, Watch Persons). 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 Nutshell trigger.
- Run or schedule your scenario and verify the output.
