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Wootric - Create PDF, Word, Excel Documents
Wootric connects with Documentero to turn customer feedback into ready-to-use reports and documents. Each time a new NPS response is captured in Wootric, Documentero can generate a PDF, Word, or Excel file based on your chosen template. This makes it easy to share insights with your team or keep detailed records for tracking customer satisfaction over time.
Wootric
Documentero
Triggers
Watch New Response — Triggers when a new NPS survey response is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Wootric using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Wootric using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Wootric survey responses
Create Word documents with customer feedback summaries from Wootric
Export Wootric NPS data into Excel files using Documentero templates
Build presentation-ready documents from Wootric feedback
Generate customer satisfaction trend reports from Wootric responses
Produce leadership-ready summaries of Wootric NPS scores
Create detailed case study documents using Wootric feedback
Export Wootric response data into formatted client reports
Generate internal review documents from Wootric survey results
Create Excel dashboards from Wootric customer feedback data
How you can use Wootric + Documentero
Customer Feedback Report
Automatically create a PDF report each time a new NPS response is submitted in Wootric.
Team Update Document
Generate a Word document summarizing daily survey responses to share with your customer success team.
Client Presentation File
Produce a formatted PowerPoint-style PDF with feedback highlights for client review meetings.
Excel Data Sheet
Export each new response into a structured Excel file for further analysis.
Quarterly Feedback Summary
Schedule the collection of NPS responses and generate a quarterly summary document for leadership.
Setup Guides
Zapier Tutorial: Integrate Wootric with Documentero
- Create a new Zap in Zapier.
- Add Wootric to the zap and choose one of the triggers (Watch New Response). 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 Wootric trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Wootric with Documentero
- Create a new scenario in Make.
- Add Wootric to the scenario and choose one of the triggers (Watch New Response). 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 Wootric trigger.
- Run or schedule your scenario and verify the output.
