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SignalWire - Create PDF, Word, Excel Documents

SignalWire connects with Documentero so you can automatically create professional documents from your communication data. When a new call or message is detected, details can be sent to Documentero to generate reports, logs, or client records in .docx, .pdf, or .xlsx formats. This makes it easy to turn telecom activity into ready-to-share documents without manual copying. The integration works through API, Make, or Zapier connections for flexible setup.

SignalWire logo

SignalWire

Documentero logo

Documentero

Triggers

Watch Calls — Triggers when a new call is created.
Watch Messages — Triggers when a new message arrives.
Watch New Messages — Triggers when a new message comes in.
Watch New Calls — Triggers when a new call comes in.

Actions

Create Document - Generate Word, Excel or PDF Document based on data from SignalWire using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SignalWire using Document Template and sends it to the specified email as an attachment.

Use Cases

Automatically generate PDF call reports from SignalWire activity
Create Excel spreadsheets of daily text messages from SignalWire
Export SignalWire fax confirmations into professional documents
Generate client communication logs from SignalWire calls and messages
Create PDF summaries of missed calls from SignalWire
Export SignalWire call transcripts into Word documents
Automatically generate billing reports from SignalWire call data
Create Excel records of SignalWire SMS conversations
Generate PDF attachments for SignalWire video conference summaries
Export SignalWire communication history into formatted Word files

How you can use SignalWire + Documentero

Call Logs to PDF
Generate a PDF report every time a new call is logged in SignalWire.
Message Archive
Save incoming text messages into a structured .docx document for client communication records.
Fax Confirmation Report
Automatically create a confirmation document in .pdf format whenever a fax is sent.
Daily Call Summary
Produce a daily .xlsx spreadsheet summarizing all calls received through SignalWire.
Client Interaction Record
Combine call and message data into a single document for each client interaction.

Setup Guides

ZapierMake

Zapier Tutorial: Integrate SignalWire with Documentero

  1. Create a new Zap in Zapier.
  2. Add SignalWire to the zap and choose one of the triggers (Watch Calls, Watch Messages, Watch New Messages). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Zapier: Add Documentero as the next step and connect it using your API key.
  5. In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignalWire trigger.
  6. Test your zap and turn it on.

Make Tutorial: Integrate SignalWire with Documentero

  1. Create a new scenario in Make.
  2. Add SignalWire to the scenario and choose one of the triggers (Watch Calls, Watch Messages, Watch New Messages). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Make: Add Documentero as the next step and connect it using your API key.
  5. In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SignalWire trigger.
  6. Run or schedule your scenario and verify the output.

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