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Teamwork Desk - Create PDF, Word, Excel Documents
Teamwork Desk can connect with Documentero to turn ticket and customer data into ready-to-use documents. When events like new tickets, customer updates, or agent actions occur, the details can be sent directly into custom templates. This makes it easy to create PDF reports, Word summaries, or Excel logs without manual copying. The integration works through API, Make, or Zapier for flexible automation.
Teamwork Desk
Documentero
Triggers
Watch Events — Triggers when an event related to tickets, customers, agents, threads or inboxes, is occured according to your settings in your Teamwork Desk.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Teamwork Desk using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Teamwork Desk using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Teamwork Desk tickets
Create Word documents with customer communication history from Teamwork Desk
Export Teamwork Desk agent activity into Excel spreadsheets
Build compliance-ready PDF logs from Teamwork Desk inbox events
Produce escalation summary documents when tickets are reassigned in Teamwork Desk
Generate monthly support performance reports from Teamwork Desk data
Create customer service handover documents from Teamwork Desk threads
Export closed ticket details into formatted Word templates
Automatically generate SLA compliance reports from Teamwork Desk activities
Create onboarding documents for new customers based on Teamwork Desk interactions
How you can use Teamwork Desk + Documentero
Ticket Summary Reports
Generate a PDF report whenever a new support ticket is created, including ticket details and customer information.
Customer History Docs
Automatically build a Word document with a customer’s ticket history when their profile is updated in Teamwork Desk.
Agent Performance Sheets
Send agent activity data to Documentero to create Excel sheets for weekly performance reviews.
Inbox Activity Logs
Export inbox thread activity into a formatted PDF for compliance or record-keeping.
Escalation Reports
When a ticket is escalated, generate a detailed document with all related threads and actions for management review.
Setup Guides
Zapier Tutorial: Integrate Teamwork Desk with Documentero
- Create a new Zap in Zapier.
- Add Teamwork Desk to the zap and choose one of the triggers (Watch Events). 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 Desk trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Teamwork Desk with Documentero
- Create a new scenario in Make.
- Add Teamwork Desk to the scenario and choose one of the triggers (Watch Events). 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 Desk trigger.
- Run or schedule your scenario and verify the output.
