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Typebot - Create PDF, Word, Excel Documents
Typebot can be connected with Documentero to automatically turn chatbot conversations into ready-to-use documents. When users provide information through a Typebot flow, that data can be sent to Documentero to create formatted PDFs, Word files, or spreadsheets. This makes it easy to generate contracts, reports, or forms directly from chatbot interactions without manual copy-paste. The integration works through API, Make, or Zapier, giving flexibility in how data is transferred.
Typebot
Documentero
Triggers
Watch Webhook Block Events — Triggers on registered webhook block's events.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Typebot using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Typebot using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from chatbot responses
Create Word proposals from client inputs in Typebot
Export chatbot survey answers into Excel spreadsheets
Build personalized certificates directly from chatbot data
Produce HR forms from employee onboarding chats
Create signed consent forms from patient chatbot interactions
Generate event registration documents from chatbot signups
Export customer feedback chats into structured PDF reports
Create rental agreements from property inquiry chatbot flows
Automatically generate invoices from chatbot order details
How you can use Typebot + Documentero
Generate Customer Agreements
Collect client details in a Typebot chat and instantly create a personalized agreement document in Documentero.
Produce Meeting Summaries
Use Typebot to capture meeting notes from participants and send them to Documentero to generate a structured PDF summary.
Create Onboarding Forms
When new users complete onboarding questions in Typebot, automatically generate a filled-out onboarding form in Word or PDF.
Build Custom Invoices
Gather order details via a chatbot and send the data to Documentero to create a professional invoice in .docx or .pdf format.
Export Survey Results
Collect survey responses in Typebot and transform them into a formatted Excel report with Documentero.
Setup Guides
Zapier Tutorial: Integrate Typebot with Documentero
- Create a new Zap in Zapier.
- Add Typebot to the zap and choose one of the triggers (Watch Webhook Block 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 Typebot trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Typebot with Documentero
- Create a new scenario in Make.
- Add Typebot to the scenario and choose one of the triggers (Watch Webhook Block 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 Typebot trigger.
- Run or schedule your scenario and verify the output.
