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Salesflare - Create PDF, Word, Excel Documents
Salesflare connects with Documentero to turn your CRM data into ready-to-use documents. When new accounts, contacts, or opportunities are added in Salesflare, Documentero can instantly generate contracts, proposals, or reports in .docx, .pdf, or .xlsx format. This integration helps sales teams keep paperwork up to date without manual copy-pasting. You can set it up easily through API, Make, or Zapier.
Salesflare
Documentero
Triggers
Watch Accounts — Triggers when a new account has been added.
Watch Contacts — Triggers when a new contact is added.
Watch Opportunities — Triggers when a new opportunity has arrived.
Watch Tasks — Triggers when a new task is added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Salesflare using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Salesflare using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from new Salesflare opportunities
Create client onboarding documents when a new Salesflare account is added
Export Salesflare contact details into a formatted PDF report
Generate account status reports from Salesflare data in DOCX format
Build opportunity tracking spreadsheets from Salesflare in XLSX
Create personalized contracts when new contacts are added in Salesflare
Automatically generate meeting preparation documents from Salesflare tasks
Export Salesflare pipeline updates into weekly PDF summaries
Generate quarterly performance reports from Salesflare opportunities
Create branded account review documents directly from Salesflare data
How you can use Salesflare + Documentero
New Account Welcome Pack
Automatically create a personalized welcome document in PDF whenever a new account is added in Salesflare.
Contact Profile Report
Generate a detailed client profile in DOCX format when a new contact is added to Salesflare.
Opportunity Proposal
Create a proposal document in PDF as soon as a new opportunity is logged in Salesflare.
Task Summary Sheet
Export a task list into XLSX format every time a new task is created in Salesflare.
Monthly Account Overview
Schedule a monthly account overview report that pulls Salesflare data and formats it into a professional document via Documentero.
Setup Guides
Zapier Tutorial: Integrate Salesflare with Documentero
- Create a new Zap in Zapier.
- Add Salesflare to the zap and choose one of the triggers (Watch Accounts, Watch Contacts, Watch 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 Salesflare trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Salesflare with Documentero
- Create a new scenario in Make.
- Add Salesflare to the scenario and choose one of the triggers (Watch Accounts, Watch Contacts, Watch 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 Salesflare trigger.
- Run or schedule your scenario and verify the output.
