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RocketReach - Create PDF, Word, Excel Documents
RocketReach connects directly with Documentero so you can turn contact data into ready-to-use documents. When a lookup is completed in RocketReach, the information can automatically flow into custom templates in Documentero. This makes it easy to produce reports, contact sheets, or proposals in formats like .docx, .pdf, or .xlsx. The integration works through API, Make, or Zapier, giving you flexibility in how you set it up.
RocketReach
Documentero
Triggers
Watch Lookups — Triggers when a lookup has been completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from RocketReach using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from RocketReach using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contact reports from RocketReach lookups
Create Excel lead lists from RocketReach data using Documentero templates
Export RocketReach lookup results into formatted Word documents
Build investor contact directories in PDF from RocketReach searches
Produce sales call sheets in Excel from RocketReach data
Generate outreach letters in Word with RocketReach contact details
Create structured lead profiles in PDF from RocketReach lookups
Export RocketReach contact data into proposal templates in Word
Automatically generate marketing prospect lists in Excel from RocketReach
Produce updated contact directories in PDF whenever RocketReach lookups are completed
How you can use RocketReach + Documentero
Generate Contact Reports
Create a PDF report with full contact details every time a RocketReach lookup finishes.
Build Sales Prospect Sheets
Automatically fill an Excel sheet with new leads from RocketReach lookups using a Documentero template.
Prepare Outreach Letters
Generate personalized Word documents with contact names and details pulled from RocketReach.
Update Investor Lists
Send lookup results to Documentero to create updated lists of investor contact information in .xlsx format.
Create Call Sheets
Automatically produce call sheets in PDF for sales teams after new numbers are found in RocketReach.
Setup Guides
Zapier Tutorial: Integrate RocketReach with Documentero
- Create a new Zap in Zapier.
- Add RocketReach to the zap and choose one of the triggers (Watch Lookups). 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 RocketReach trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate RocketReach with Documentero
- Create a new scenario in Make.
- Add RocketReach to the scenario and choose one of the triggers (Watch Lookups). 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 RocketReach trigger.
- Run or schedule your scenario and verify the output.
