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Poptin - Create PDF, Word, Excel Documents
Poptin connects with Documentero to turn new leads into ready-to-use documents. When someone fills out a popup or form on your site, their details can be sent directly to Documentero to create files like welcome letters, proposals, or signup confirmations. The integration works through API, Zapier, or Make, giving you flexible ways to generate .docx, .pdf, or .xlsx files from your templates. This helps you instantly produce personalized documents without manual data entry.
Poptin
Documentero
Triggers
New Lead — Triggers when a new lead is created through a Poptin conversion.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Poptin using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Poptin using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Poptin leads
Create custom invoices when a Poptin form is submitted
Export Poptin lead data into Excel reports with Documentero
Build personalized offer letters from Poptin captured contacts
Send branded confirmation documents to Poptin subscribers
Generate event tickets from Poptin registration forms
Produce partnership agreements when a Poptin lead signs up
Create onboarding guides for new Poptin subscribers
Export Poptin captured survey results into formatted PDFs
Generate personalized thank-you letters for Poptin leads
How you can use Poptin + Documentero
Welcome Letters
Automatically create a personalized welcome letter in PDF format whenever a new lead is captured through a Poptin form.
Sales Proposals
Generate a proposal document in DOCX for each new lead, using their submitted details to fill in template fields.
Lead Reports
Produce an XLSX report that logs all new Poptin leads with their contact information and source.
Event Registrations
Send attendee details from Poptin popups into Documentero to create custom registration confirmations in PDF.
Discount Vouchers
Create personalized discount vouchers in PDF for new subscribers collected from Poptin popups.
Setup Guides
Zapier Tutorial: Integrate Poptin with Documentero
- Create a new Zap in Zapier.
- Add Poptin to the zap and choose one of the triggers (New Lead). 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 Poptin trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Poptin with Documentero
- Create a new scenario in Make.
- Add Poptin to the scenario and choose one of the triggers (New Lead). 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 Poptin trigger.
- Run or schedule your scenario and verify the output.
