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Reamaze - Create PDF, Word, Excel Documents
Re:amaze connects with Documentero to turn customer interactions into ready-to-use documents. When a new contact, conversation, or message is created in Re:amaze, Documentero can generate professional files like PDFs, Word docs, or spreadsheets based on your templates. This integration helps teams quickly create records, reports, or summaries without manual copy-pasting. It works through API, Make, or Zapier for flexible automation.
Reamaze
Documentero
Triggers
Watch New Contacts — Triggers when a new contact is created.
Watch New Conversations — Triggers when a new conversation is created.
Watch New Messages — Triggers when a new message is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Reamaze using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Reamaze using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF transcripts from Re:amaze conversations
Create Word documents from new Re:amaze customer messages
Export Re:amaze contact details into a formatted PDF profile
Build Excel reports from Re:amaze support tickets
Generate client communication logs from Re:amaze in Word format
Create onboarding documents from new Re:amaze contacts
Export Re:amaze chat history into a PDF archive
Automatically generate support case summaries from Re:amaze messages
Create customer feedback reports from Re:amaze conversations
Export new Re:amaze contact data into Excel spreadsheets
How you can use Reamaze + Documentero
Customer Onboarding Pack
Automatically create a personalized welcome PDF for each new Re:amaze contact using a Documentero template.
Conversation Transcript Report
Generate a PDF transcript of new Re:amaze conversations and store it for compliance or internal review.
Message-Based Task Sheet
Turn new Re:amaze messages into an Excel task sheet with Documentero for team tracking.
Support Summary Document
Compile customer support summaries in Word format whenever a new conversation is logged in Re:amaze.
Client Communication Archive
Automatically create a PDF archive of important customer messages from Re:amaze.
Setup Guides
Zapier Tutorial: Integrate Reamaze with Documentero
- Create a new Zap in Zapier.
- Add Reamaze to the zap and choose one of the triggers (Watch New Contacts, Watch New Conversations, Watch New Messages). 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 Reamaze trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Reamaze with Documentero
- Create a new scenario in Make.
- Add Reamaze to the scenario and choose one of the triggers (Watch New Contacts, Watch New Conversations, Watch New Messages). 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 Reamaze trigger.
- Run or schedule your scenario and verify the output.
