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Wistia - Create PDF, Word, Excel Documents
Wistia connects with Documentero to turn your video marketing data into ready-to-use documents. You can automatically generate reports, summaries, or spreadsheets based on new projects, videos, or visitor activity in Wistia. This makes it easy to share clear updates with your team or clients in formats like PDF, DOCX, or XLSX. With integrations through API, Make, or Zapier, the setup fits into your existing workflow.
Wistia
Documentero
Triggers
Watch New Projects — Triggers when a new project has been added.
Watch New Videos — Triggers when a new video has been added to a specific project.
Watch New Visitors — Triggers when a new visitor has been added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Wistia using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Wistia using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Wistia projects
Create DOCX summaries of new Wistia videos for team reviews
Export Wistia visitor data into XLSX spreadsheets for analysis
Generate branded client reports with Wistia video performance metrics
Create weekly marketing updates using Wistia engagement data
Automatically prepare investor-ready documents from Wistia project activity
Export Wistia project details into formatted DOCX templates for documentation
Generate training materials with embedded Wistia video information
Create monthly performance dashboards from Wistia visitor statistics
Automatically build campaign reports combining Wistia video uploads and audience data
How you can use Wistia + Documentero
Project Reports
Create a PDF report in Documentero whenever a new Wistia project is added.
Video Upload Summaries
Generate a DOCX summary listing details of each new video uploaded to a project.
Visitor Logs
Export new visitor activity from Wistia into an XLSX file for tracking and analysis.
Client Deliverables
Automatically prepare branded documents with Wistia project stats to send to clients.
Marketing Updates
Combine Wistia video engagement data into weekly PDF updates generated by Documentero.
Setup Guides
Zapier Tutorial: Integrate Wistia with Documentero
- Create a new Zap in Zapier.
- Add Wistia to the zap and choose one of the triggers (Watch New Projects, Watch New Videos, Watch New Visitors). 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 Wistia trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Wistia with Documentero
- Create a new scenario in Make.
- Add Wistia to the scenario and choose one of the triggers (Watch New Projects, Watch New Videos, Watch New Visitors). 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 Wistia trigger.
- Run or schedule your scenario and verify the output.
