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Ontraport - Create PDF, Word, Excel Documents
Ontraport connects with Documentero to turn your customer data and events into ready-to-use documents. When contacts are created, tagged, or submit forms in Ontraport, Documentero can automatically generate personalized PDFs, Word files, or spreadsheets. The integration works through API, Make, or Zapier, giving you flexible ways to create business documents directly from Ontraport activity.
Ontraport
Documentero
Triggers
Watch Events — Receives events when objects are created, objects are tagged, objects are untagged or forms are submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Ontraport using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Ontraport using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Ontraport contact tags
Create onboarding documents when new leads are added in Ontraport
Export Ontraport form submissions into formatted Word reports
Build custom invoices from Ontraport customer data
Produce event certificates from Ontraport registration forms
Generate personalized proposals when Ontraport deals are created
Create membership letters from Ontraport subscription events
Export tagged Ontraport contacts into Excel spreadsheets
Produce donation receipts from Ontraport fundraising forms
Generate training completion documents from Ontraport course signups
How you can use Ontraport + Documentero
New Lead Welcome Packet
When a new lead is created in Ontraport, Documentero generates a personalized welcome PDF packet.
Tagged Client Agreement
When a client is tagged in Ontraport, Documentero creates a contract document using a pre-set template.
Form Submission Report
Each time a form is submitted in Ontraport, Documentero produces a detailed report in Word or PDF format.
Monthly Contact Export
Automatically compile a monthly spreadsheet of new contacts from Ontraport using Documentero.
Event Registration Confirmation
Generate a customized confirmation letter whenever someone registers for an event through an Ontraport form.
Setup Guides
Zapier Tutorial: Integrate Ontraport with Documentero
- Create a new Zap in Zapier.
- Add Ontraport to the zap and choose one of the triggers (Watch Events). 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 Ontraport trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Ontraport with Documentero
- Create a new scenario in Make.
- Add Ontraport to the scenario and choose one of the triggers (Watch Events). 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 Ontraport trigger.
- Run or schedule your scenario and verify the output.
