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SupportBee - Create PDF, Word, Excel Documents
SupportBee connects with Documentero to turn customer support activity into ready-to-use documents. Every new ticket, comment, or reply in SupportBee can trigger automatic creation of reports, summaries, or logs in Word, PDF, or Excel format. This makes it easy to keep accurate records, share updates with stakeholders, or archive support interactions in a structured way.
SupportBee
Documentero
Triggers
Watch New Ticket — Watches for a new ticket.
Watch New Comment — Watches for a new comment.
Watch New Agent Reply — Watches for a new agent reply.
Watch New Customer Reply — Watches for a new customer reply.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SupportBee using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SupportBee using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new SupportBee tickets
Create Excel logs of all customer replies in SupportBee
Export agent responses from SupportBee into Word documents
Generate compliance-ready PDF files from SupportBee comments
Create weekly ticket summaries from SupportBee in Excel
Automatically generate customer communication records from SupportBee
Export SupportBee ticket activity into PDF archives
Create Word documents from SupportBee agent replies for training purposes
Generate internal review reports from SupportBee customer interactions
Export SupportBee support history into Excel for data analysis
How you can use SupportBee + Documentero
Generate Ticket Reports
Create a PDF report whenever a new ticket is submitted in SupportBee, capturing all details for record-keeping.
Customer Reply Summaries
Automatically generate a Word document summarizing new customer replies for internal review.
Agent Performance Logs
Export new agent replies into an Excel file to track response times and performance metrics.
Comment Documentation
Produce a PDF file for each new comment added to a ticket, useful for compliance or audits.
Weekly Support Digest
Compile all tickets and replies from the week into a single document for management review.
Setup Guides
Zapier Tutorial: Integrate SupportBee with Documentero
- Create a new Zap in Zapier.
- Add SupportBee to the zap and choose one of the triggers (Watch New Ticket, Watch New Comment, Watch New Agent Reply). 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 SupportBee trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SupportBee with Documentero
- Create a new scenario in Make.
- Add SupportBee to the scenario and choose one of the triggers (Watch New Ticket, Watch New Comment, Watch New Agent Reply). 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 SupportBee trigger.
- Run or schedule your scenario and verify the output.
