I am using forms in Rocketlane and looking to have the forms be triggered by a Form Submission and the data from the form to be positioned strategically in a PDF. I would be using the same form for many customers and the desired result is a PDF containing the template and form data each time the form is submitted.
Answer
Form Submission (Rocketlane) to PDF (I am open to any application)
Best answer by Troy Tessalone
Hi
Good question.
Try these Zap steps...
Trigger: Rocketlane - Form Submitted
If using PDF.co...
Action: PDF.co - PDF Filler
If using PDFfiller…
Action: PDFfiller - Create Filled Document
If using PDFMonkey…
Action: PDFMonkey - Generate Document
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+14- Zapier Orchestrator & Solution Partner
- Answer
Hi
Good question.
Try these Zap steps...
Trigger: Rocketlane - Form Submitted
If using PDF.co...
Action: PDF.co - PDF Filler
If using PDFfiller…
Action: PDFfiller - Create Filled Document
If using PDFMonkey…
Action: PDFMonkey - Generate Document
Hi
You can easily fill out PDF form with the Rocketlane form data using the PDF.co. In these step below:
You can get the form field name at this link https://app.pdf.co/request-tester?utm_referer=https%3A%2F%2Fapp.pdf.co%2Flogin_verify#/pdf/info/fields.
Have a good day!
+9- Zapier Staff
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