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Vidalytics - Create PDF, Word, Excel Documents
Vidalytics connects with Documentero to turn video engagement data into ready-to-use documents. When viewers submit details through a Play Gate or watch a set portion of a video, that information can feed into Documentero templates. This makes it easy to generate PDFs, Word files, or spreadsheets that capture leads, track viewer actions, or create personalized follow-ups. The integration works through API, Zapier, or Make for flexible automation.
Vidalytics
Documentero
Triggers
Watch Play Gate Submission — Triggers when user submits information through Play Gate.
Watch Video Watched — Triggers when user reaches some predefined time in the video.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Vidalytics using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Vidalytics using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF lead forms from Vidalytics Play Gate submissions
Create Excel spreadsheets of video engagement data from Vidalytics
Export Word documents with personalized offers when viewers finish a video
Generate client proposal templates based on Vidalytics viewer actions
Build sales reports in PDF from Vidalytics watch time triggers
Create onboarding forms in DOCX from Vidalytics Play Gate entries
Export marketing performance summaries from Vidalytics into XLSX files
Generate follow-up letters in Word when a viewer watches a set percentage of a video
Create event registration documents from Vidalytics Play Gate data
Automatically generate campaign performance PDFs from Vidalytics engagement metrics
How you can use Vidalytics + Documentero
Lead Capture Reports
Generate a PDF report every time a viewer submits their details through a Vidalytics Play Gate.
Video Engagement Logs
Create an Excel sheet in Documentero when a viewer reaches a specific watch time in a video.
Personalized Follow-Up Docs
Build a Word document with viewer information to send as a personalized follow-up after they interact with a video.
Marketing Campaign Records
Automatically produce PDF records of video engagement for each campaign to share with your team.
Client Onboarding Files
Use Play Gate submissions to generate onboarding documents for new clients in Documentero.
Setup Guides
Zapier Tutorial: Integrate Vidalytics with Documentero
- Create a new Zap in Zapier.
- Add Vidalytics to the zap and choose one of the triggers (Watch Play Gate Submission, Watch Video Watched). 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 Vidalytics trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Vidalytics with Documentero
- Create a new scenario in Make.
- Add Vidalytics to the scenario and choose one of the triggers (Watch Play Gate Submission, Watch Video Watched). 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 Vidalytics trigger.
- Run or schedule your scenario and verify the output.
