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Smoove - Create PDF, Word, Excel Documents
Smoove connects with Documentero to turn subscriber and lead activity into ready-to-use documents. When new leads, subscribers, or campaign actions occur in Smoove, Documentero can instantly generate PDFs, Word files, or Excel reports using custom templates. This integration helps businesses automatically create contracts, reports, or personalized files based on the data collected in Smoove.
Smoove
Documentero
Triggers
Watch Automation Trigger — Triggers when an automation action is called.
Watch New Lead — Triggers when a lead submits a form like landing page, popup, mobile campaign, etc.
Watch Smoove Trigger — Triggers when a new trigger is created.
Watch New Subscriber — Triggers when a new subscriber is added.
Watch Unsubscribe Contact — Triggers when contact was unsubscribed
Watch Campaign Watched — Triggers when contact will watch a campaign
Watch Contact from Automation — Triggers when a contact will be sent from a published automation
Watch New Subscribes — Triggers when new contact will subscribe
Watch Contact Updated — Triggers when contact was updated
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Smoove using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Smoove using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Smoove subscribers
Create Excel lead reports from Smoove form submissions
Export unsubscribe confirmations from Smoove into PDF files
Generate Word campaign engagement summaries from Smoove data
Create personalized welcome letters from new Smoove contacts
Automatically generate compliance reports from Smoove automation triggers
Build sales-ready lead sheets in Excel from Smoove form entries
Export updated contact details from Smoove into formatted Word documents
Generate PDF summaries when a Smoove contact watches a campaign
Create onboarding kits for new Smoove subscribers using Documentero templates
How you can use Smoove + Documentero
Generate Lead Reports
Create a PDF report in Documentero whenever a new lead submits a form in Smoove.
Subscriber Welcome Pack
Automatically generate a personalized welcome document when a new subscriber joins through Smoove.
Unsubscribe Confirmation
Produce a confirmation letter in PDF format when a contact unsubscribes in Smoove.
Campaign Engagement Report
Build a Word or Excel report documenting which contacts watched a campaign in Smoove.
Automation Documentation
Generate a .docx file summarizing automation activity whenever a Smoove automation trigger is called.
Setup Guides
Zapier Tutorial: Integrate Smoove with Documentero
- Create a new Zap in Zapier.
- Add Smoove to the zap and choose one of the triggers (Watch Automation Trigger, Watch New Lead, Watch Smoove Trigger). 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 Smoove trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Smoove with Documentero
- Create a new scenario in Make.
- Add Smoove to the scenario and choose one of the triggers (Watch Automation Trigger, Watch New Lead, Watch Smoove Trigger). 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 Smoove trigger.
- Run or schedule your scenario and verify the output.
