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RD Station - Create PDF, Word, Excel Documents
RD Station connects with Documentero to automatically create documents whenever new leads or opportunities are recorded. By linking lead data from RD Station with custom templates in Documentero, you can instantly generate contracts, proposals, or reports in formats like .docx, .pdf, or .xlsx. This integration helps sales and marketing teams save time by turning captured lead information into ready-to-send files without manual work.
RD Station
Documentero
Triggers
Watch New Lead Conversions — Triggers when a new lead is created. Conversions generated by import or by manually entering leads will not activate the trigger.
Watch New Opportunities — Triggers when a lead is marked as opportunity.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from RD Station using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from RD Station using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from RD Station opportunities
Create customized sales proposals for new RD Station leads
Export RD Station lead data into Excel spreadsheets with Documentero
Generate onboarding documents when RD Station captures a new lead
Create professional quotes from RD Station opportunity data
Automatically generate lead summary reports in PDF format
Prepare customized follow-up letters for RD Station opportunities
Generate marketing performance reports using RD Station lead data
Create personalized welcome letters from RD Station lead triggers
Export RD Station opportunity details into formatted Word templates
How you can use RD Station + Documentero
Generate Lead Reports
Create detailed PDF reports whenever a new lead is captured in RD Station.
Proposal Creation
Automatically generate a sales proposal document when a lead is marked as an opportunity.
Welcome Packets
Send a personalized .docx welcome document to new leads as soon as they convert.
Opportunity Contracts
Produce a ready-to-sign contract in PDF format when a lead becomes a qualified opportunity.
Excel Lead Database
Export new leads into a structured .xlsx file for internal tracking and analysis.
Setup Guides
Zapier Tutorial: Integrate RD Station with Documentero
- Create a new Zap in Zapier.
- Add RD Station to the zap and choose one of the triggers (Watch New Lead Conversions, Watch New Opportunities). 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 RD Station trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate RD Station with Documentero
- Create a new scenario in Make.
- Add RD Station to the scenario and choose one of the triggers (Watch New Lead Conversions, Watch New Opportunities). 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 RD Station trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate RD Station with Documentero
- Create a new workflow in n8n.
- Add RD Station to the workflow and choose one of the triggers (Watch New Lead Conversions, Watch New Opportunities). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the RD Station trigger.
- Execute (or activate) your workflow and verify the output.
