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SendFox - Create PDF, Word, Excel Documents
SendFox connects with Documentero to turn your email marketing activity into ready-to-use documents. When new campaigns or contacts are created in SendFox, you can instantly generate reports, summaries, or spreadsheets in Documentero. This helps you keep track of campaign performance, update client files, or prepare documents for team sharing without manual work.
SendFox
Documentero
Triggers
Watch Campaigns — Triggers when a campaign is created or updated.
Watch Contacts — Triggers when a new contact is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SendFox using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SendFox using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new SendFox campaigns
Create Excel spreadsheets of updated SendFox contact lists
Export SendFox campaign data into branded Word documents
Generate client-ready marketing summaries from SendFox campaigns
Create onboarding documents from new SendFox contacts
Automatically produce monthly campaign review files from SendFox
Generate personalized letters from SendFox contact updates
Export SendFox campaigns into formatted PDF archives
Create printable contact directories from SendFox in Documentero
Generate marketing performance dashboards in Excel from SendFox data
How you can use SendFox + Documentero
Campaign Performance Report
Automatically create a PDF report in Documentero whenever a new SendFox campaign is launched.
Contact Onboarding Sheet
Generate a Word document with a new contact’s details from SendFox for internal onboarding or record keeping.
Weekly Campaign Summary
Export campaign updates from SendFox into an Excel file through Documentero for weekly team reviews.
Client Update Letter
Produce a personalized letter in Documentero whenever a contact is updated in SendFox, ready to be sent to clients.
Marketing Archive
Save every new campaign from SendFox as a formatted PDF in Documentero to build a searchable archive.
Setup Guides
Zapier Tutorial: Integrate SendFox with Documentero
- Create a new Zap in Zapier.
- Add SendFox to the zap and choose one of the triggers (Watch Campaigns, Watch Contacts). 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 SendFox trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SendFox with Documentero
- Create a new scenario in Make.
- Add SendFox to the scenario and choose one of the triggers (Watch Campaigns, Watch Contacts). 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 SendFox trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate SendFox with Documentero
- Create a new flow in Power Automate.
- Add SendFox to the flow and choose one of the triggers (Watch Campaigns, Watch Contacts). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SendFox trigger.
- Test and save your flow.
