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Wishpond - Create PDF, Word, Excel Documents
Wishpond connects with Documentero to turn marketing data into ready-to-use documents. When new leads or lists are created in Wishpond, Documentero can automatically generate personalized PDFs, contracts, or reports. This integration helps marketers quickly produce professional files without manual formatting. With API, Make, or Zapier, the setup can fit different workflows easily.
Wishpond
Documentero
Triggers
Watch Events on a Lead — Triggers when a chosen lead performs an event or activity.
Watch Leads — Triggers when a new lead is created.
Watch Leads in a List — Triggers when a new lead is added to the chosen list.
Watch Lists — Triggers when a new list is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Wishpond using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Wishpond using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Wishpond leads
Create custom contracts when Wishpond leads reach a certain stage
Export Wishpond contest entries into branded Excel files
Generate personalized welcome letters for new Wishpond list members
Build marketing performance summaries from Wishpond lead activities
Produce branded sales proposals triggered by Wishpond lead events
Automatically create certificates for Wishpond campaign participants
Generate investor-ready reports from Wishpond lead data
Export Wishpond lead lists into formatted Word documents
Create onboarding document packs for new Wishpond signups
How you can use Wishpond + Documentero
Create lead reports
Automatically generate a PDF report in Documentero each time a new lead is added in Wishpond.
Personalized contest certificates
When a participant joins a Wishpond contest, Documentero can create a branded certificate in .docx or PDF format.
Client proposal generation
Trigger Documentero to build a proposal document whenever a lead reaches a specific stage in Wishpond.
Marketing list exports
Produce an .xlsx file of new leads added to a Wishpond list using Documentero templates.
Activity-based summaries
Generate a summary report in PDF when a lead performs a tracked activity in Wishpond.
Setup Guides
Zapier Tutorial: Integrate Wishpond with Documentero
- Create a new Zap in Zapier.
- Add Wishpond to the zap and choose one of the triggers (Watch Events on a Lead, Watch Leads, Watch Leads in a List). 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 Wishpond trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Wishpond with Documentero
- Create a new scenario in Make.
- Add Wishpond to the scenario and choose one of the triggers (Watch Events on a Lead, Watch Leads, Watch Leads in a List). 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 Wishpond trigger.
- Run or schedule your scenario and verify the output.
