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RAYNET CRM - Create PDF, Word, Excel Documents
RAYNET CRM connects with Documentero so you can automatically turn customer data into ready-to-use documents. When new records are added or updated in RAYNET, Documentero can create proposals, contracts, or reports without manual input. This saves time on repetitive document preparation and keeps files consistent with your CRM data.
RAYNET CRM
Documentero
Triggers
Watch New or Updated Records — Triggers when records are created or updated at regular intervals.
Watch Records — Triggers when a record is created, updated, or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from RAYNET CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from RAYNET CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate customer contracts from RAYNET CRM data
Create personalized invoices from RAYNET CRM records
Export RAYNET CRM leads into PDF reports
Generate onboarding documents for new RAYNET CRM clients
Produce quarterly performance summaries from RAYNET CRM updates
Automatically create renewal reminders from RAYNET CRM data
Generate order confirmations using RAYNET CRM and Documentero
Create detailed project briefs from RAYNET CRM opportunities
Export updated client profiles from RAYNET CRM into DOCX files
Automatically generate meeting summaries from RAYNET CRM notes
How you can use RAYNET CRM + Documentero
Sales Proposal Generation
When a new deal is created in RAYNET CRM, Documentero can instantly generate a sales proposal in PDF or DOCX format.
Contract Drafting
As soon as a customer record is updated with approved terms, Documentero creates a contract draft using the stored template.
Client Onboarding Pack
When a new client is added to RAYNET, Documentero produces a welcome pack with personalized information in PDF.
Quarterly Sales Reports
Changes in deal statuses in RAYNET can trigger Documentero to compile and export an XLSX report for management.
Service Renewal Notices
When a renewal date is updated in RAYNET, Documentero generates a renewal notice letter automatically.
Setup Guides
Zapier Tutorial: Integrate RAYNET CRM with Documentero
- Create a new Zap in Zapier.
- Add RAYNET CRM to the zap and choose one of the triggers (Watch New or Updated Records, Watch Records). 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 RAYNET CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate RAYNET CRM with Documentero
- Create a new scenario in Make.
- Add RAYNET CRM to the scenario and choose one of the triggers (Watch New or Updated Records, Watch Records). 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 RAYNET CRM trigger.
- Run or schedule your scenario and verify the output.
