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SugarCRM 11 - Create PDF, Word, Excel Documents
SugarCRM 11 can be connected with Documentero to automatically create professional documents from customer and sales data. Whenever new leads, opportunities, or contracts are updated in SugarCRM, Documentero can generate ready-to-use PDFs, Word files, or Excel reports. This integration helps teams quickly prepare client-facing documents without manual copy-pasting. It works through API, Make, or Zapier, giving flexibility to fit into existing workflows.
SugarCRM 11
Documentero
Triggers
Watch Bugs — Triggers when a new bug has been created or an existing one has been updated.
Watch Calls — Triggers when a new call has been created or an existing one has been updated.
Watch Campaigns — Triggers when a new сampaign has been created or an existing one has been updated.
Watch Cases — Triggers when a new case has been created or an existing one has been updated.
Watch Categories — Triggers when a new category has been created or an existing one has been updated.
Watch Contacts — Triggers when a new contact has been created or an existing one has been updated.
Watch Accounts — Triggers when a new account has been created or an existing one has been updated.
Watch Contracts — Triggers when a new contract has been created or an existing one has been updated.
Watch Currencies — Triggers when a new currency has been created or an existing one has been updated.
Watch Custom Queries — Triggers when a new custom query has been created or an existing one has been updated.
Watch Email Templates — Triggers when a new email template has been created or an existing one has been updated.
Watch Forecast Worksheets — Triggers when a new forecast worksheet has been created or an existing one has been updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SugarCRM 11 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SugarCRM 11 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from SugarCRM contract records
Create Excel sales pipeline reports from SugarCRM opportunities
Export SugarCRM meeting details into Word documents for client follow-ups
Generate PDF invoices from SugarCRM revenue line items
Create customer onboarding documents from new SugarCRM accounts
Automatically generate campaign performance reports from SugarCRM campaigns
Export SugarCRM bug reports into structured PDF documents
Create product specification sheets from SugarCRM product records
Generate case resolution summaries from SugarCRM cases
Export SugarCRM forecast worksheets into Excel files for management review
How you can use SugarCRM 11 + Documentero
Contract Generation
Automatically create contract documents in PDF or Word format whenever a new contract is added in SugarCRM.
Lead Reports
Generate weekly Excel reports of new leads captured in SugarCRM using Documentero templates.
Meeting Summaries
Produce structured meeting summary documents whenever a new meeting record is created in SugarCRM.
Opportunity Proposals
Create proposal documents from opportunity details in SugarCRM and export them as PDF for clients.
Case Documentation
Generate case documentation files when new cases are logged in SugarCRM for internal record-keeping.
Setup Guides
Zapier Tutorial: Integrate SugarCRM 11 with Documentero
- Create a new Zap in Zapier.
- Add SugarCRM 11 to the zap and choose one of the triggers (Watch Bugs, Watch Calls, Watch Campaigns). 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 SugarCRM 11 trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SugarCRM 11 with Documentero
- Create a new scenario in Make.
- Add SugarCRM 11 to the scenario and choose one of the triggers (Watch Bugs, Watch Calls, Watch Campaigns). 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 SugarCRM 11 trigger.
- Run or schedule your scenario and verify the output.
