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Zoho Campaigns - Create PDF, Word, Excel Documents
Zoho Campaigns can be connected with Documentero to generate professional documents whenever campaign or contact activities occur. For example, you can create reports when a campaign is reviewed or build personalized PDFs when new contacts join your mailing list. This integration helps teams quickly turn email marketing data into ready-to-share files in formats like .docx, .pdf, and .xlsx.
Zoho Campaigns
Documentero
Triggers
Watch Campaigns — Triggers when a campaign is under review, reviewed, stopped, canceled, paused, resumed, sent, or A/B test is completed.
Watch Contacts — Triggers when a new contact is added to the mailing list.
Watch Unsubscribes — Triggers when a contact unsubscribes from any mailing list.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Campaigns using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Campaigns using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports when a Zoho Campaign is completed
Create welcome letters in .docx format for new Zoho Campaigns contacts
Export unsubscribe data from Zoho Campaigns into a formatted PDF
Build Excel reports of campaign performance directly from Zoho Campaigns events
Generate acknowledgment letters when a Zoho Campaign is canceled
Create internal documentation in .docx when a Zoho Campaign is paused
Automatically generate A/B test result summaries in PDF from Zoho Campaigns
Export Zoho Campaigns contact list updates into Excel files
Create personalized membership certificates for new subscribers from Zoho Campaigns
Generate compliance reports in PDF when contacts unsubscribe from Zoho Campaigns
How you can use Zoho Campaigns + Documentero
Campaign Review Report
Automatically create a PDF report in Documentero when a Zoho Campaign is marked as reviewed.
New Contact Welcome Pack
Generate a personalized welcome document in .docx format whenever a new contact is added in Zoho Campaigns.
Unsubscribe Acknowledgment
Produce a confirmation letter in PDF for contacts who unsubscribe from your mailing list.
Campaign Performance Summary
Export campaign performance data into an .xlsx report after a campaign is sent or completed.
Paused Campaign Documentation
Create an internal memo in .docx format whenever a campaign is paused in Zoho Campaigns.
Setup Guides
Zapier Tutorial: Integrate Zoho Campaigns with Documentero
- Create a new Zap in Zapier.
- Add Zoho Campaigns to the zap and choose one of the triggers (Watch Campaigns, Watch Contacts, Watch Unsubscribes). 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 Zoho Campaigns trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Campaigns with Documentero
- Create a new scenario in Make.
- Add Zoho Campaigns to the scenario and choose one of the triggers (Watch Campaigns, Watch Contacts, Watch Unsubscribes). 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 Zoho Campaigns trigger.
- Run or schedule your scenario and verify the output.
