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Salesmate - Create PDF, Word, Excel Documents
Salesmate connects with Documentero to automatically create professional documents whenever new activities, contacts, deals, or companies are added. Using triggers from Salesmate, you can generate proposals, invoices, reports, or summaries in .docx, .pdf, or .xlsx formats. The integration works through API, Make, Zapier, or n8n, making it easy to set up document workflows that match your sales process.
Salesmate
Documentero
Triggers
Watch Activities — Triggers when a new activity is created.
Watch Contacts — Triggers when a new contact is created.
Watch Deals — Triggers when a new deal is created.
Watch Companies — Triggers when a new company is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Salesmate using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Salesmate using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF proposals from new Salesmate deals
Create DOCX welcome letters when a new contact is added in Salesmate
Export Salesmate activity logs into XLSX reports
Build company introduction documents from new Salesmate company records
Produce sales performance summaries from Salesmate data
Generate contract drafts when a Salesmate deal reaches a specific stage
Create meeting recap documents from Salesmate activity triggers
Export client onboarding checklists when a new Salesmate contact is created
Automatically generate invoices from closed deals in Salesmate
Create PDF pitch decks using Salesmate deal information
How you can use Salesmate + Documentero
Generate Deal Proposals
Create a proposal document in PDF whenever a new deal is added in Salesmate.
Contact Welcome Letters
Automatically generate a personalized welcome letter in DOCX format when a new contact is created.
Activity Reports
Produce a detailed activity report in XLSX each time a new activity is logged in Salesmate.
Company Profiles
Generate a company profile document in PDF when a new company record is added.
Sales Summaries
Compile recent deal updates into a formatted summary document ready for client review.
Setup Guides
Zapier Tutorial: Integrate Salesmate with Documentero
- Create a new Zap in Zapier.
- Add Salesmate to the zap and choose one of the triggers (Watch Activities, Watch Contacts, Watch Deals). 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 Salesmate trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Salesmate with Documentero
- Create a new scenario in Make.
- Add Salesmate to the scenario and choose one of the triggers (Watch Activities, Watch Contacts, Watch Deals). 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 Salesmate trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Salesmate with Documentero
- Create a new workflow in n8n.
- Add Salesmate to the workflow and choose one of the triggers (Watch Activities, Watch Contacts, Watch Deals). 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 Salesmate trigger.
- Execute (or activate) your workflow and verify the output.
