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Relatel - Create PDF, Word, Excel Documents
Relatel can connect with Documentero to automatically create documents whenever new calls are logged. By using Relatel’s call tracking and Documentero’s template-based generation, businesses can quickly produce call summaries, reports, or follow-up forms in .docx, .pdf, or .xlsx formats. This integration helps teams keep a clear record of customer interactions without manual data entry.
Relatel
Documentero
Triggers
Watch New Calls — Watches for new calls.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Relatel using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Relatel using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF call summaries from Relatel calls
Create Excel logs of all incoming Relatel calls with Documentero
Export Relatel call details into formatted .docx reports
Generate customer feedback forms after each Relatel call
Create signed agreements triggered by Relatel business calls
Automatically generate support tickets in PDF after Relatel calls
Build weekly call performance reports from Relatel data in Documentero
Create onboarding documents for new clients after first Relatel call
Export Relatel call data into structured compliance documents
Generate billing statements from Relatel call records in Documentero
How you can use Relatel + Documentero
Call Summary Reports
Generate a PDF report for each new customer call that includes caller details, time, and duration.
Customer Follow-Up Letters
Automatically create a .docx follow-up letter template when a new call is detected.
Excel Call Logs
Add each new call event into an .xlsx log file for easy tracking and analysis.
Service Request Forms
Produce a pre-filled service request document after calls from customers needing support.
Internal Call Notes
Create structured documents for internal notes whenever a team member finishes a call.
Setup Guides
Zapier Tutorial: Integrate Relatel with Documentero
- Create a new Zap in Zapier.
- Add Relatel to the zap and choose one of the triggers (Watch New Calls). 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 Relatel trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Relatel with Documentero
- Create a new scenario in Make.
- Add Relatel to the scenario and choose one of the triggers (Watch New Calls). 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 Relatel trigger.
- Run or schedule your scenario and verify the output.
