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SigParser - Create PDF, Word, Excel Documents

SigParser connects with Documentero to turn contact, company, email, and meeting updates into ready-to-use documents. Whenever SigParser detects new or updated data, Documentero can instantly generate files like contracts, reports, or summaries using custom templates. This helps teams quickly create professional .docx, .pdf, or .xlsx documents without manual data entry.

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SigParser

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Documentero

Triggers

Watch Companies — Watch for updated Companies in SigParser
Watch Contacts — Listen for updates to Contact records.
Watch Emails — Watch for new emails
Watch Meetings — Watch for meeting changes

Actions

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

Use Cases

Automatically generate contact summary documents from SigParser updates
Create professional PDF reports from SigParser company data
Export meeting details from SigParser into formatted .docx files
Build client communication logs in .pdf from SigParser emails
Generate Excel sheets with updated SigParser contact lists
Create onboarding packets when new contacts appear in SigParser
Automatically generate account review documents from SigParser company changes
Export SigParser meeting records into structured PDF reports
Generate contract drafts using SigParser contact details
Create sales performance reports from SigParser email and meeting activity

How you can use SigParser + Documentero

Client Meeting Notes
Automatically generate a PDF summary from meeting details captured in SigParser.
Contact Profile Sheets
Create a .docx profile document whenever a new contact is added or updated in SigParser.
Company Reports
Produce a company overview report in .pdf format when SigParser updates company information.
Email Archive
Generate a .docx or .pdf archive of important emails detected by SigParser.
Sales Call Prep
Build a one-page .docx briefing with recent emails and meetings before a sales call.

Setup Guides

ZapierMake

Zapier Tutorial: Integrate SigParser with Documentero

  1. Create a new Zap in Zapier.
  2. Add SigParser to the zap and choose one of the triggers (Watch Companies, Watch Contacts, Watch Emails). 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 SigParser trigger.
  6. Test your zap and turn it on.

Make Tutorial: Integrate SigParser with Documentero

  1. Create a new scenario in Make.
  2. Add SigParser to the scenario and choose one of the triggers (Watch Companies, Watch Contacts, Watch Emails). 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 SigParser trigger.
  6. Run or schedule your scenario and verify the output.

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