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Viral Loops - Create PDF, Word, Excel Documents
Viral Loops connects with Documentero to automatically generate campaign-related documents whenever participants join, reach milestones, or redeem rewards. With this integration, you can instantly create personalized certificates, reports, or summaries in .docx, .pdf, or .xlsx formats. It helps marketing teams keep track of referral activities and share professional documents with participants or internal stakeholders.
Viral Loops
Documentero
Triggers
Watch Reached Milestone — Triggers when someone reaches a milestone.
Watch New Participant — Triggers when someone joins your campaign.
Watch New Reward — Triggers when you redeem a reward via your campaign dashboard.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Viral Loops using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Viral Loops using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate referral milestone certificates with Viral Loops and Documentero
Create participant onboarding documents when someone joins a Viral Loops campaign
Export reward redemption receipts as PDF files from Viral Loops events
Generate weekly campaign performance reports in Excel from Viral Loops data
Produce branded thank-you letters for new Viral Loops participants
Automatically create milestone badges as PDF documents when referrals are achieved
Export campaign leaderboard summaries to Word documents using Viral Loops data
Generate detailed referral activity logs in Excel from Viral Loops triggers
Create personalized reward confirmation letters from Viral Loops redemptions
Automatically produce monthly referral program summaries as PDF reports
How you can use Viral Loops + Documentero
Participant Welcome Certificate
Generate a personalized PDF certificate when a new participant joins a referral campaign.
Milestone Achievement Report
Create a detailed .docx report when someone reaches a referral milestone.
Reward Redemption Receipt
Automatically issue a PDF receipt whenever a participant redeems a reward.
Weekly Campaign Summary
Export an .xlsx file summarizing new participants and milestones reached each week.
Internal Performance Brief
Produce a .docx briefing document for the marketing team highlighting campaign progress.
Setup Guides
Zapier Tutorial: Integrate Viral Loops with Documentero
- Create a new Zap in Zapier.
- Add Viral Loops to the zap and choose one of the triggers (Watch Reached Milestone, Watch New Participant, Watch New Reward). 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 Viral Loops trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Viral Loops with Documentero
- Create a new scenario in Make.
- Add Viral Loops to the scenario and choose one of the triggers (Watch Reached Milestone, Watch New Participant, Watch New Reward). 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 Viral Loops trigger.
- Run or schedule your scenario and verify the output.
