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Snov.io - Create PDF, Word, Excel Documents
Snov.io connects with Documentero to turn your email and CRM activity into ready-to-use documents. When leads open, click, or reply to your emails, the data can automatically generate reports, proposals, or follow-up documents in .docx, .pdf, or .xlsx formats. This helps sales and marketing teams keep their documentation updated without manual work. The integration works through API, Make, or Zapier, giving flexibility in how you set it up.
Snov.io
Documentero
Triggers
Watch Email Opened — Triggers when an email has been opened.
Watch Link Clicked — Triggers when a link with the email has been clicked
Watch Email Replied — Triggers when an email has been replied.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Snov.io using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Snov.io using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF sales reports from Snov.io email replies
Create custom proposals in .docx when a Snov.io lead clicks a link
Export Snov.io email engagement data into an Excel file
Generate client onboarding documents after a Snov.io email reply
Build weekly performance summaries from Snov.io email opens
Create follow-up letters in Documentero when Snov.io detects a reply
Export Snov.io CRM activity into PDF archives
Generate contract drafts from Snov.io lead activity
Create marketing campaign reports from Snov.io email clicks
Automatically generate Excel dashboards from Snov.io engagement data
How you can use Snov.io + Documentero
Generate lead reports
Create a PDF lead report in Documentero every time a prospect replies to an email in Snov.io.
Track engagement summaries
Produce an .xlsx file with all email opens and clicks whenever new activity is detected.
Send personalized proposals
Automatically generate a .docx proposal template in Documentero when a lead shows interest by clicking a link.
Create meeting notes
Prepare a pre-filled document with lead details before scheduling a meeting after an email reply.
Archive communication logs
Export interaction history from Snov.io into a PDF file for record-keeping.
Setup Guides
Zapier Tutorial: Integrate Snov.io with Documentero
- Create a new Zap in Zapier.
- Add Snov.io to the zap and choose one of the triggers (Watch Email Opened, Watch Link Clicked, Watch Email Replied). 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 Snov.io trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Snov.io with Documentero
- Create a new scenario in Make.
- Add Snov.io to the scenario and choose one of the triggers (Watch Email Opened, Watch Link Clicked, Watch Email Replied). 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 Snov.io trigger.
- Run or schedule your scenario and verify the output.
