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Placetel - Create PDF, Word, Excel Documents
Placetel can be connected with Documentero to turn call and fax events into ready-to-use documents. Each incoming or outgoing call, as well as accepted or missed calls, can trigger the creation of reports, summaries, or logs in PDF, DOCX, or XLSX format. This makes it easy to keep accurate records of business communication directly from your phone system without manual data entry.
Placetel
Documentero
Triggers
Watch Incoming Fax — Triggers when you have new incoming fax.
Watch Hung-Up Call — Triggers when you have a new hung-up call.
Watch Accepted Call — Triggers when you have a new accepted call.
Watch Incoming Call — Triggers when you have a new incoming call.
Watch Outgoing Call — Triggers when you have a new outgoing call.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Placetel using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Placetel using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF records from incoming faxes in Placetel
Create XLSX call logs from Placetel outgoing calls
Export DOCX summaries of accepted calls from Placetel
Generate PDF reports for all hung-up calls in Placetel
Create monthly XLSX telephony usage reports from Placetel data
Export Placetel incoming call details into DOCX documents
Automatically generate client communication history from Placetel calls in PDF
Create XLSX files of daily Placetel call activity for team tracking
Export Placetel fax events into structured DOCX templates
Generate PDF call reports from Placetel for compliance documentation
How you can use Placetel + Documentero
Fax Archiving
Automatically save every incoming fax as a PDF file generated by Documentero for easy storage and retrieval.
Call Summary Reports
Generate a daily call report in XLSX format that lists all incoming, outgoing, and missed calls.
Client Communication Logs
Create DOCX documents logging accepted calls with client details for record-keeping.
Missed Call Notifications
Produce a PDF document for each hung-up call to share with the support team.
Monthly Telephony Overview
Compile all call activity into a monthly XLSX report for management review.
Setup Guides
Zapier Tutorial: Integrate Placetel with Documentero
- Create a new Zap in Zapier.
- Add Placetel to the zap and choose one of the triggers (Watch Incoming Fax, Watch Hung-Up Call, Watch Accepted Call). 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 Placetel trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Placetel with Documentero
- Create a new scenario in Make.
- Add Placetel to the scenario and choose one of the triggers (Watch Incoming Fax, Watch Hung-Up Call, Watch Accepted Call). 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 Placetel trigger.
- Run or schedule your scenario and verify the output.
