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SilFer Bots - Create PDF, Word, Excel Documents
SilFer Bots connects with Documentero to automatically create professional documents whenever key events happen in your Messenger bot. From new orders to abandoned carts, you can instantly generate PDFs, Word files, or Excel reports based on your templates. This integration helps businesses keep records, share confirmations, and send personalized files without manual work.
SilFer Bots
Documentero
Triggers
Watch Cart Abandoned — Triggers when a cart is abandoned
Watch Live Chat Disabled — Triggers when live chat is disabled with a user. Be aware that it will not be triggered if the live chat is already disabled for the user.
Watch Live Chat Enabled — Triggers when live chat is enabled with a user. Be aware that it will not be triggered if the live chat is already enabled for the user.
Watch New or Updated Custom Field — Triggers when custom is set or changed. Please be aware that it will not be triggered if the new value is equal to the old value.
Watch New Order — Triggers when a user places a new order.
Watch New Tagged User — Triggers when a tag is applied to the user. Please be aware that it will not be triggered if the user already has the tag.
Watch New User — Triggers when a new user uses your bot. Be aware that it will not be triggered if the user deletes the conversation and start again.
Watch Order Concluded — Triggers when you change the status of the order to "Concluded".
Watch Tag Removed From User — Triggers when a tag is removed from the user. Be aware that it will not be triggered if the user doesn't have the tag.
Watch New “Trigger Integromat” Event — Triggers when the user reaches the “Trigger Integromat” action in your bot.
Watch User Added to Sequence — Triggers when the user is added to a sequence. Be aware that it will not be triggered if the user already has added to the sequence.
Watch User Removed From Sequence — Triggers when a user is removed from a sequence. Be aware that it will not be triggered if the user already has removed from the sequence.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SilFer Bots using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SilFer Bots using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from SilFer Bots new orders
Create Excel reports for users added to a sequence in SilFer Bots
Export Word documents when a tag is removed from a user in SilFer Bots
Generate PDF receipts when an order is marked as concluded in SilFer Bots
Create customer onboarding documents when a new user starts using SilFer Bots
Automatically generate Excel sheets for users removed from a sequence in SilFer Bots
Export PDF transcripts when live chat is enabled with a user in SilFer Bots
Create Word files for abandoned cart details from SilFer Bots
Generate PDF summaries when a new tag is applied to a user in SilFer Bots
Automatically create Excel logs when a custom field is updated in SilFer Bots
How you can use SilFer Bots + Documentero
Order Confirmation Docs
Generate a PDF order confirmation through Documentero whenever a new order is placed in SilFer Bots.
Abandoned Cart Reports
Create a daily Excel report listing all abandoned carts detected by SilFer Bots.
Customer Profile Sheets
Automatically generate a Word document with user details when a new custom field is updated.
Support Interaction Logs
Produce a PDF summary each time live chat is enabled or disabled with a user.
Marketing Tag Records
Generate a document whenever a new tag is applied to a user, keeping track of audience segmentation.
Setup Guides
Make Tutorial: Integrate SilFer Bots with Documentero
- Create a new scenario in Make.
- Add SilFer Bots to the scenario and choose one of the triggers (Watch Cart Abandoned, Watch Live Chat Disabled, Watch Live Chat Enabled). 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 SilFer Bots trigger.
- Run or schedule your scenario and verify the output.
