Best answer

Form Submission (Rocketlane) to PDF (I am open to any application)

  • 9 December 2022
  • 3 replies
  • 100 views

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. 

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Best answer by Troy Tessalone 9 December 2022, 21:55

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3 replies

Userlevel 7
Badge +14

Hi @Chad5SK 

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

 

Userlevel 1

Hi @Chad5SK

 

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!

Userlevel 7
Badge +9

Oooh, looks like we have some awesome recommendations here!

Keep us posted how this is working out for ya! We’d love to know how you’re getting along. 🤗