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Teamwork CRM - Create PDF, Word, Excel Documents
Teamwork CRM connects with Documentero to turn your sales data into ready-to-use documents. When new contacts, deals, or activities are created in Teamwork CRM, Documentero can instantly generate professional proposals, reports, or contracts. This integration helps sales teams save time by automatically producing .docx, .pdf, or .xlsx files from their CRM updates. You can set it up through API, Make, or Zapier depending on your workflow needs.
Teamwork CRM
Documentero
Triggers
Watch Created Activities — Triggered when you add a new activity.
Watch Created Companies — Triggered when you add a new company.
Watch Created Contacts — Triggered when you add a new contact.
Watch Created Deals — Triggered when you add a new deal.
Watch Created Notes — Triggered when you add a new note.
Watch Deleted Activities — Triggered when an activity is deleted.
Watch Deleted Deals — Triggered when a deal is deleted.
Watch Updated Activities — Triggered when an activity is updated.
Watch Updated Deals — Triggered when a deal is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Teamwork CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Teamwork CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from new Teamwork CRM deals
Create PDF contracts when a deal is updated in Teamwork CRM
Export Teamwork CRM activity updates into Excel spreadsheets
Generate onboarding documents from new Teamwork CRM contacts
Create company profile PDFs when a new company is added in Teamwork CRM
Automatically generate meeting notes from Teamwork CRM activity records
Export deleted deal records into an archive document for compliance
Create detailed sales reports in Word format from Teamwork CRM deal updates
Generate follow-up letters for new notes added in Teamwork CRM
Automatically create summary documents when activities are deleted in Teamwork CRM
How you can use Teamwork CRM + Documentero
Generate Deal Proposals
Automatically create a proposal document in PDF whenever a new deal is added in Teamwork CRM.
Contact Onboarding Pack
Produce a welcome document with contact details every time a new contact is created.
Company Profile Reports
Generate a company profile report in Word format when a new company is added to the CRM.
Sales Activity Log
Export daily or weekly activity logs into Excel whenever activities are updated or created.
Deal Closure Contracts
Create a contract document automatically when a deal is marked as closed in Teamwork CRM.
Setup Guides
Zapier Tutorial: Integrate Teamwork CRM with Documentero
- Create a new Zap in Zapier.
- Add Teamwork CRM to the zap and choose one of the triggers (Watch Created Activities, Watch Created Companies, Watch Created Contacts). 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 Teamwork CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Teamwork CRM with Documentero
- Create a new scenario in Make.
- Add Teamwork CRM to the scenario and choose one of the triggers (Watch Created Activities, Watch Created Companies, Watch Created Contacts). 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 Teamwork CRM trigger.
- Run or schedule your scenario and verify the output.
