Best answer

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

  • 9 December 2022
  • 3 replies

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. 


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

Action: - 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 In these step below:



You can get the form field name at this link


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. 🤗