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Vertical Response - Create PDF, Word, Excel Documents
VerticalResponse connects with Documentero to turn your email marketing activity into ready-to-use documents. When new contact lists or subscribers are added in VerticalResponse, Documentero can instantly generate reports, summaries, or spreadsheets. This makes it easy to keep track of campaigns, maintain updated records, and share professional files with your team or clients.
Vertical Response
Documentero
Triggers
Watch New List — Triggers when a new list has been created.
Watch New Contacts — Triggers when a new contact has been created.
Watch Contacts Imported — Triggers when a contact has been imported.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Vertical Response using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Vertical Response using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new VerticalResponse contact lists
Create Excel spreadsheets of imported contacts from VerticalResponse
Export new VerticalResponse subscriber details into Word documents
Generate weekly contact growth reports from VerticalResponse data
Create branded PDF summaries of VerticalResponse marketing lists
Export VerticalResponse contact imports into downloadable Excel files
Automatically create Word documents for new VerticalResponse contacts
Generate detailed subscriber activity reports from VerticalResponse
Create client-ready PDF reports of VerticalResponse list growth
Export VerticalResponse list creation events into structured documents
How you can use Vertical Response + Documentero
Contact List Report
Automatically create a PDF report in Documentero each time a new mailing list is created in VerticalResponse.
New Contact Summary
Generate a .docx file with details of every new contact added to VerticalResponse.
Import Tracking
Produce an .xlsx file that logs each batch of contacts imported into VerticalResponse for record-keeping.
Campaign Sharing
Prepare a branded PDF summary of new subscriber activity to share with stakeholders.
Team Updates
Send a weekly .docx document summarizing new contacts and lists from VerticalResponse using Documentero templates.
Setup Guides
Make Tutorial: Integrate Vertical Response with Documentero
- Create a new scenario in Make.
- Add Vertical Response to the scenario and choose one of the triggers (Watch New List, Watch New Contacts, Watch Contacts Imported). 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 Vertical Response trigger.
- Run or schedule your scenario and verify the output.
