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Tolstoy - Create PDF, Word, Excel Documents
Tolstoy connects with Documentero so that every new lead captured through Tolstoy can trigger automatic document creation. By linking the two platforms with API, Make, or Zapier, you can instantly produce contracts, proposals, or reports in .docx, .pdf, or .xlsx formats. This saves time on manual document preparation and ensures that leads receive the right files without delay.
Tolstoy
Documentero
Triggers
Tolstoy Event — New Lead
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Tolstoy using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tolstoy using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Tolstoy leads
Create onboarding documents when a Tolstoy lead signs up
Export Tolstoy lead information into Excel reports with Documentero
Produce personalized thank-you letters from Tolstoy lead data
Generate custom quotes in Word format for new Tolstoy prospects
Build lead summary reports from Tolstoy events in PDF
Create tailored sales presentations from Tolstoy lead details
Generate compliance forms for each new Tolstoy contact
Produce detailed order forms from Tolstoy lead submissions
Automatically create partnership agreements when Tolstoy captures a new business lead
How you can use Tolstoy + Documentero
Instant Proposal Creation
When a new lead is captured in Tolstoy, Documentero generates a personalized proposal in PDF format and sends it to the lead automatically.
Welcome Packet Generation
Each new Tolstoy lead can trigger Documentero to create a welcome packet in .docx format, ready to send by email.
Sales Contract Drafting
Tolstoy events can instruct Documentero to prepare a sales contract template filled with the lead’s details.
Lead Data Reports
Tolstoy leads can be exported into Documentero to create structured .xlsx reports for sales teams.
Custom Follow-Up Letters
Every new Tolstoy lead can trigger Documentero to generate a personalized follow-up letter in PDF format.
Setup Guides
Zapier Tutorial: Integrate Tolstoy with Documentero
- Create a new Zap in Zapier.
- Add Tolstoy to the zap and choose one of the triggers (Tolstoy Event). 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 Tolstoy trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Tolstoy with Documentero
- Create a new scenario in Make.
- Add Tolstoy to the scenario and choose one of the triggers (Tolstoy Event). 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 Tolstoy trigger.
- Run or schedule your scenario and verify the output.
