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Olark - Create PDF, Word, Excel Documents
Olark can send customer chat data directly to Documentero through webhooks or automation tools like Zapier and Make. This makes it easy to take live chat details and turn them into ready-to-use documents such as PDFs, Word files, or spreadsheets. Businesses can automatically record conversations, generate follow-up reports, or create structured files for customer service teams. The integration helps ensure that chat insights are captured in professional documents without manual copy-paste work.
Olark
Documentero
Triggers
Universal Webhook — Setup a webhook in Olark - see https://www.olark.com/help/webhooks
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Olark using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Olark using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF chat transcripts from Olark conversations
Create Word documents with customer service summaries from Olark data
Export Olark chat leads into Excel sheets using Documentero templates
Generate personalized follow-up letters from Olark chat interactions
Build structured support documentation from Olark webhook events
Send Olark chat details to Documentero for automated contract drafts
Produce training manuals from real Olark chat examples in PDF format
Create customer feedback reports from Olark chat logs
Export Olark live chat data into formatted business reports
Generate onboarding documents based on Olark chat discussions
How you can use Olark + Documentero
Chat Transcript Reports
Automatically send completed Olark chat transcripts to Documentero and generate a PDF report for record-keeping.
Customer Follow-up Letters
Use Olark webhook data to create a personalized .docx follow-up letter for each customer conversation.
Support Ticket Summaries
Convert live chat data from Olark into a structured support ticket summary document in Word or PDF.
Sales Lead Sheets
Export chat details from Olark into a formatted Excel file using Documentero templates for sales tracking.
Team Training Material
Compile selected chat examples from Olark into Documentero-generated PDFs for staff training.
Setup Guides
Zapier Tutorial: Integrate Olark with Documentero
- Create a new Zap in Zapier.
- Add Olark to the zap and choose one of the triggers (Universal Webhook). 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 Olark trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Olark with Documentero
- Create a new scenario in Make.
- Add Olark to the scenario and choose one of the triggers (Universal Webhook). 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 Olark trigger.
- Run or schedule your scenario and verify the output.
