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1CRM - Create PDF, Word, Excel Documents
1CRM connects with Documentero so you can automatically create documents whenever records are added or updated in your CRM. Using triggers from 1CRM, you can generate contracts, invoices, or reports in .docx, .pdf, or .xlsx formats without manual work. The integration works through API, Make, or Zapier, giving you flexible options to fit your workflow.
1CRM
Documentero
Triggers
New Event — Triggers when a record is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from 1CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from 1CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from 1CRM opportunities
Create custom sales proposals from 1CRM leads
Export 1CRM project updates into Excel reports
Generate client contracts from 1CRM deal records
Produce meeting summary documents from 1CRM calendar events
Automatically create service agreements from 1CRM account data
Export 1CRM contact details into formatted PDF sheets
Generate performance reports from 1CRM activity logs
Create onboarding documents from new 1CRM customer records
Automatically produce renewal letters from 1CRM subscription data
How you can use 1CRM + Documentero
Generate Sales Contracts
When a new deal is created in 1CRM, Documentero produces a ready-to-send sales contract in PDF format.
Create Customer Invoices
Each time an opportunity is marked as closed in 1CRM, Documentero generates a professional invoice in .docx or .pdf.
Update Project Reports
When project details are updated in 1CRM, Documentero creates an updated report in Excel format for sharing with stakeholders.
Produce Meeting Summaries
After logging a new event in 1CRM, Documentero generates a formatted meeting summary document.
Generate Client Proposals
When a new lead is entered in 1CRM, Documentero creates a proposal document using a pre-set template.
Setup Guides
Zapier Tutorial: Integrate 1CRM with Documentero
- Create a new Zap in Zapier.
- Add 1CRM to the zap and choose one of the triggers (New Event). 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 1CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate 1CRM with Documentero
- Create a new scenario in Make.
- Add 1CRM to the scenario and choose one of the triggers (New Event). 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 1CRM trigger.
- Run or schedule your scenario and verify the output.
