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Outseta - Create PDF, Word, Excel Documents
Outseta connects with Documentero to turn CRM and billing events into ready-to-use documents. When new accounts, people, or deals are created in Outseta, Documentero can automatically generate contracts, invoices, or onboarding guides. This saves time by ensuring every update in Outseta is paired with the right document format, whether .docx, .pdf, or .xlsx. The integration works through API, Make, or Zapier, giving teams flexible options to set up their workflows.
Outseta
Documentero
Triggers
Watch Account Created — Triggers when a new account has been created.
Watch Account Deleted — Triggers when an account has been deleted.
Watch Account Updated — Triggers when an account has been updated.
Watch New Chat — Triggers when a new chat has been received.
Watch Deal Created — Triggers when a new deal has been created.
Watch Deal Updated — Triggers when a new deal has been updated.
Watch Person Created — Triggers when a new person has been created.
Watch Person Deleted — Triggers when a new person has been deleted.
Watch Person Updated — Triggers when a new person has been updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Outseta using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Outseta using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate customer invoices from Outseta billing events
Create onboarding documents when a new person is added in Outseta
Export Outseta deal updates into PDF sales reports
Generate account termination letters when Outseta accounts are deleted
Produce customer success summaries from Outseta person updates
Create service agreements when new deals are created in Outseta
Automatically generate help desk logs from Outseta chat events
Export Outseta CRM data into Excel reports with Documentero
Generate renewal notices when Outseta subscriptions are updated
Create personalized welcome letters from new Outseta account data
How you can use Outseta + Documentero
New Account Welcome Pack
When a new account is created in Outseta, Documentero generates a personalized welcome PDF with onboarding instructions.
Subscription Agreement
Automatically create a subscription contract in .docx format whenever a new deal is added in Outseta.
Customer Update Report
Generate a PDF report whenever a customer record is updated in Outseta, capturing the latest account details.
Chat Transcript Export
Turn new chats received in Outseta into a formatted PDF transcript for record keeping.
Deleted Account Record
Create a closure confirmation document when an Outseta account is deleted.
Setup Guides
Zapier Tutorial: Integrate Outseta with Documentero
- Create a new Zap in Zapier.
- Add Outseta to the zap and choose one of the triggers (Watch Account Created, Watch Account Deleted, Watch Account Updated). 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 Outseta trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Outseta with Documentero
- Create a new scenario in Make.
- Add Outseta to the scenario and choose one of the triggers (Watch Account Created, Watch Account Deleted, Watch Account Updated). 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 Outseta trigger.
- Run or schedule your scenario and verify the output.
