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Outgrow - Create PDF, Word, Excel Documents
Outgrow connects with Documentero so you can turn quiz answers, survey responses, or calculator results into ready-to-use documents. When a new lead or visit is recorded in Outgrow, the data can be sent directly into Documentero templates. This makes it easy to create personalized PDFs, contracts, or reports without manual copy-paste work.
Outgrow
Documentero
Triggers
Watch New Lead — Triggers when a new lead is created.
Watch New Visit — Triggers when a new visit is registered.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Outgrow using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Outgrow using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Outgrow quiz results
Create personalized contracts from Outgrow lead forms
Export Outgrow survey responses into custom Word templates
Generate Excel sheets from Outgrow calculator inputs
Produce branded assessment feedback documents with Outgrow data
Automatically create certificates for Outgrow contest winners
Generate onboarding documents from Outgrow chatbot conversations
Export Outgrow poll results into a formatted PDF summary
Create custom proposals from Outgrow lead capture forms
Automatically generate thank-you letters from Outgrow survey completions
How you can use Outgrow + Documentero
Generate personalized reports
Create a custom PDF report for each quiz participant using their responses from Outgrow.
Send contracts automatically
When a new lead fills out a form in Outgrow, generate a pre-filled contract in Documentero.
Deliver assessment results
Turn survey or assessment answers into a downloadable .docx file with detailed feedback.
Build financial calculators
Use Outgrow calculator inputs to produce a tailored .xlsx financial analysis document.
Create certificates
Automatically generate a certificate in PDF format when someone completes an Outgrow quiz or contest.
Setup Guides
Zapier Tutorial: Integrate Outgrow with Documentero
- Create a new Zap in Zapier.
- Add Outgrow to the zap and choose one of the triggers (Watch New Lead, Watch New Visit). 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 Outgrow trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Outgrow with Documentero
- Create a new scenario in Make.
- Add Outgrow to the scenario and choose one of the triggers (Watch New Lead, Watch New Visit). 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 Outgrow trigger.
- Run or schedule your scenario and verify the output.
