T
Toky - Create PDF, Word, Excel Documents
Toky connects with Documentero so you can turn calls, texts, and voicemails into ready-to-use documents. Every new interaction in Toky can trigger automatic creation of reports, call summaries, or customer records in .docx, .pdf, or .xlsx formats. This makes it easy to keep a clear record of customer conversations without manual copy-pasting. The integration works through API, Make, or Zapier, giving you flexible options for setup.
Toky
Documentero
Triggers
Watch New Calls — Triggers when there is a new call in Toky.
Watch Call Events — Triggers when the event you selected happpens in Toky,
Watch New Text Messages — Triggers when there is a new incoming text message in Toky.
Watch New Voicemails — Triggers when there is a new voicemail in Toky.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Toky using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Toky using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF call reports from Toky call logs
Create Excel spreadsheets of incoming text messages from Toky
Export voicemail details from Toky into Word documents
Build customer interaction history reports from Toky events
Generate daily communication summaries from Toky into PDF
Create structured call event logs from Toky in Excel
Export Toky call transcripts into formatted Word files
Automatically create client call records in PDF from Toky
Generate weekly Toky voicemail summaries in Excel
Create printable reports of Toky text conversations using Documentero
How you can use Toky + Documentero
Call Summary Reports
Generate a PDF report in Documentero whenever a new call is logged in Toky.
Voicemail Documentation
Automatically create a .docx file with voicemail details and caller information.
Text Message Logs
Save incoming text messages from Toky into a structured Excel file for record-keeping.
Customer Communication History
Build a running document that compiles all calls, messages, and voicemails for each customer.
Team Notifications
Send a formatted PDF summary of missed calls or voicemails to your team via Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Toky with Documentero
- Create a new Zap in Zapier.
- Add Toky to the zap and choose one of the triggers (Watch New Calls, Watch Call Events, Watch New Text Messages). 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 Toky trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Toky with Documentero
- Create a new scenario in Make.
- Add Toky to the scenario and choose one of the triggers (Watch New Calls, Watch Call Events, Watch New Text Messages). 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 Toky trigger.
- Run or schedule your scenario and verify the output.
