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Trustmary - Create PDF, Word, Excel Documents
Trustmary connects with Documentero so that every completed survey answer can be turned into a ready-to-use document. With the integration, feedback collected through Trustmary can automatically generate reports, certificates, or summaries in .docx, .pdf, or .xlsx formats. This helps teams quickly share customer insights in professional documents without manual formatting. The connection works through API, Make, or Zapier, giving flexibility in how the data flows.
Trustmary
Documentero
Triggers
Watch New Completed Answer — Triggers when a new survey answer is completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Trustmary using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Trustmary using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Trustmary survey answers
Create Excel spreadsheets with customer feedback collected in Trustmary
Export Trustmary survey data into branded Word documents
Build customer satisfaction certificates from Trustmary responses
Generate weekly management reports from Trustmary survey results
Create personalized thank-you letters in PDF when surveys are completed in Trustmary
Export Trustmary feedback into structured .docx templates for client meetings
Automatically generate quarterly insights reports from Trustmary survey data
Create Excel dashboards with aggregated Trustmary results using Documentero
Export Trustmary survey answers into formatted PDF attachments for email distribution
How you can use Trustmary + Documentero
Customer Feedback Report
Turn each completed Trustmary survey into a structured PDF report using a Documentero template.
Team Insights Summary
Generate a weekly .docx file that compiles all Trustmary responses for internal review.
Survey Result Certificates
Create personalized certificates in PDF format when a customer completes a Trustmary survey.
Excel Data Export
Automatically export survey answers into an .xlsx file for further analysis.
Client Presentation Material
Produce branded documents from Trustmary feedback to share with stakeholders.
Setup Guides
Zapier Tutorial: Integrate Trustmary with Documentero
- Create a new Zap in Zapier.
- Add Trustmary to the zap and choose one of the triggers (Watch New Completed Answer). 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 Trustmary trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Trustmary with Documentero
- Create a new scenario in Make.
- Add Trustmary to the scenario and choose one of the triggers (Watch New Completed Answer). 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 Trustmary trigger.
- Run or schedule your scenario and verify the output.
