S
Sonar - Create PDF, Word, Excel Documents
Sonar connects with Documentero to turn customer conversations into ready-to-use documents. When new messages, customers, or tags appear in Sonar, Documentero can generate PDF, DOCX, or XLSX files based on your templates. This makes it easy to keep records of customer interactions or create reports without manual copying. The integration works through API or Make, so you can set up automated document creation whenever Sonar events occur.
Sonar
Documentero
Triggers
Watch Customer State Changed — Triggers when a state of customer has changed.
Watch New Assigned Message — Triggers when getting the new assigned message.
Watch New Customer — Triggers when a new customer has been created.
Watch New Unassigned Message — Triggers when getting the new unassigned message.
Watch New Outbound Message — Triggers when getting the outbound message.
Watch Tag Added to a Message — Triggered when the tag has been added to the message.
Watch Tag Removed from a Message — Triggers when the tag has been removed from the message.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Sonar using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Sonar using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Sonar customer conversations
Create DOCX transcripts from Sonar assigned messages
Export XLSX logs of outbound messages from Sonar
Generate customer onboarding packets from Sonar new customer events
Create compliance records when a Sonar customer state changes
Build categorized PDF reports when tags are added in Sonar
Produce DOCX summaries of unassigned Sonar messages
Generate XLSX spreadsheets of Sonar message activity
Create structured PDF communication histories from Sonar chats
Export Sonar customer updates into formatted DOCX documents
How you can use Sonar + Documentero
Customer Onboarding Records
When a new customer is created in Sonar, Documentero generates a welcome packet in PDF format for internal tracking or client distribution.
Message Transcript Reports
Each time a conversation state changes in Sonar, Documentero creates a DOCX transcript for compliance or quality review.
Outbound Communication Logs
When an outbound message is sent from Sonar, Documentero compiles the details into an XLSX log for team reporting.
Tagged Message Summaries
When a tag is added to a message in Sonar, Documentero produces a categorized report in PDF for management review.
Unassigned Message Alerts
Whenever a new unassigned message appears in Sonar, Documentero generates a quick DOCX summary for supervisors to assign and track.
Setup Guides
Make Tutorial: Integrate Sonar with Documentero
- Create a new scenario in Make.
- Add Sonar to the scenario and choose one of the triggers (Watch Customer State Changed, Watch New Assigned Message, Watch New Customer). 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 Sonar trigger.
- Run or schedule your scenario and verify the output.
