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Vision6 - Create PDF, Word, Excel Documents
Vision6 connects with Documentero to turn contact activity into ready-to-use documents. When a contact subscribes, unsubscribes, or updates their details in Vision6, Documentero can automatically generate reports, summaries, or formatted files. This makes it easier to keep track of contact changes and share professional documents with your team or clients. The integration works through API, Make, or Zapier, giving you flexible automation options.
Vision6
Documentero
Triggers
Watch Subscribed Contacts — Triggers when a contact has subscribed to a list.
Watch Added Contacts — Triggers when a new contact is added to a specified list.
Watch Deactivated Contacts — Triggers when a contact is deactivated from a list.
Watch Unsubscribed Contacts — Triggers when a contact has unsubscribed from a list.
Watch Updated Contacts — Triggers when a contact is updated in a specified list.
Watch Reactivated Contacts — Triggers when a contact has been reactivated in a list.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Vision6 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Vision6 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Vision6 subscribers
Create unsubscribe tracking documents from Vision6 contact changes
Export Vision6 contact updates into Excel files with Documentero
Build reactivation letters in Word format from Vision6 events
Produce weekly subscriber growth summaries from Vision6 data
Generate compliance reports when Vision6 contacts are deactivated
Create onboarding documents for new Vision6 subscribers
Export Vision6 unsubscribe activity into a formatted PDF log
Automatically create marketing performance reports using Vision6 and Documentero
Generate Excel dashboards from Vision6 contact subscription trends
How you can use Vision6 + Documentero
Subscriber Reports
Generate a PDF report whenever a new contact subscribes to a Vision6 list.
Unsubscribe Summaries
Create a weekly .docx summary of all unsubscribed contacts from Vision6.
Contact Update Logs
Export an .xlsx file each time a contact’s information is updated in Vision6.
Reactivation Notices
Produce a formatted letter in .docx when a contact is reactivated in Vision6.
Deactivation Records
Automatically save a PDF record when a contact is deactivated from a Vision6 list.
Setup Guides
Zapier Tutorial: Integrate Vision6 with Documentero
- Create a new Zap in Zapier.
- Add Vision6 to the zap and choose one of the triggers (Watch Subscribed Contacts, Watch Added Contacts, Watch Deactivated Contacts). 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 Vision6 trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Vision6 with Documentero
- Create a new scenario in Make.
- Add Vision6 to the scenario and choose one of the triggers (Watch Subscribed Contacts, Watch Added Contacts, Watch Deactivated Contacts). 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 Vision6 trigger.
- Run or schedule your scenario and verify the output.
