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tawk.to - Create PDF, Word, Excel Documents
tawk.to can be connected with Documentero to automatically create documents whenever chats or tickets are logged. For example, when a chat ends or a new ticket is created, the details can be sent to Documentero to generate a PDF, Word, or Excel file using your own templates. This makes it easy to keep formal records of customer interactions or share structured reports with your team. The integration works through API, Make, or Zapier connections.
tawk.to
Documentero
Triggers
Watch Chat Ends — Triggers when a chat ends.
Watch Chat Starts — Triggers when the first message in a chat is sent by a visitor or agent.
Watch New Ticket — Triggers when a new ticket is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from tawk.to using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from tawk.to using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF chat transcripts from tawk.to conversations
Create Word documents from new tawk.to support tickets
Export tawk.to chat history into Excel for reporting
Generate branded PDF files of customer chats for client records
Create structured Word reports when a tawk.to chat ends
Automatically export new tawk.to tickets into formatted documents
Generate Excel logs of all tawk.to visitor interactions
Create downloadable PDFs of customer queries from tawk.to
Export tawk.to chat summaries into Word for team review
Generate formal documents for compliance from tawk.to chat data
How you can use tawk.to + Documentero
Chat Transcript Reports
Generate a PDF report in Documentero every time a chat ends in tawk.to, capturing the full conversation for record-keeping.
Support Ticket Summaries
Create a Word document with ticket details whenever a new ticket is logged in tawk.to.
Customer Interaction Logs
Automatically produce an Excel file listing chat start times and visitor details for weekly analysis.
Agent Performance Records
Generate structured documents summarizing agent responses when a chat ends, helping managers review performance.
Client Communication Files
Convert chat conversations into branded PDF files that can be shared with clients for transparency.
Setup Guides
Zapier Tutorial: Integrate tawk.to with Documentero
- Create a new Zap in Zapier.
- Add tawk.to to the zap and choose one of the triggers (Watch Chat Ends, Watch Chat Starts, Watch New Ticket). 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 tawk.to trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate tawk.to with Documentero
- Create a new scenario in Make.
- Add tawk.to to the scenario and choose one of the triggers (Watch Chat Ends, Watch Chat Starts, Watch New Ticket). 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 tawk.to trigger.
- Run or schedule your scenario and verify the output.
