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Proofly - Create PDF, Word, Excel Documents
Proofly can connect with Documentero so that every time a new social-proof notification is captured, a matching document is generated automatically. This makes it easy to turn live customer activity into reports, summaries, or marketing materials. By using API, Make, or Zapier, you can set up workflows where Proofly data feeds directly into custom templates in Documentero to produce .docx, .pdf, or .xlsx files.
Proofly
Documentero
Triggers
Watch For Notification Data — Watches for notification data.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Proofly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Proofly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Proofly notifications
Create branded Word documents from Proofly social-proof data
Export Proofly activity into Excel spreadsheets for analysis
Build client-ready reports using Proofly and Documentero templates
Generate weekly sales summaries from Proofly notifications
Create marketing handouts from Proofly social-proof events
Export Proofly notification logs into structured documents
Automatically generate case studies from Proofly activity data
Create investor update reports with Proofly and Documentero
Generate daily performance summaries from Proofly notifications
How you can use Proofly + Documentero
Customer Activity Report
Generate a PDF report whenever Proofly records new notification data, giving you a clear view of customer interactions.
Sales Summary Document
Create a .docx file that summarizes Proofly sales notifications for weekly team meetings.
Marketing Material Export
Automatically build a branded PDF that includes Proofly notifications to use in promotional campaigns.
Performance Dashboard
Export Proofly notification data into an .xlsx file for tracking conversions and engagement over time.
Client Update Pack
Send clients a customized document generated from Proofly notifications to showcase social proof and results.
Setup Guides
Zapier Tutorial: Integrate Proofly with Documentero
- Create a new Zap in Zapier.
- Add Proofly to the zap and choose one of the triggers (Watch For Notification Data). 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 Proofly trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Proofly with Documentero
- Create a new scenario in Make.
- Add Proofly to the scenario and choose one of the triggers (Watch For Notification Data). 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 Proofly trigger.
- Run or schedule your scenario and verify the output.
