Best answer

How to email a pdf with customized information coming from a webflow form

  • 30 December 2020
  • 8 replies
  • 1070 views

Userlevel 1

Hi, I am looking for the optimum combination of Apps to do the following:

Start: user fills in a form on a webflow website

End: a pdf is sent by email (gmail) to this user. This pdf is customized with some information filled in in the form. The pdf should be also copied in a specific google drive directory. And the filename shall be customizable.

Any suggestion for the succession of Apps?

Thanks

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Best answer by Troy Tessalone 31 December 2020, 16:37

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8 replies

Userlevel 5
Badge +5

Hey @Remi-academy,

I would suggest the following to you:

  1. Trigger: Webflow - Form Submission
  2. Action: PDFFiller - Create Fill
  3. Action: Gmail - Send Email
  4. GDrive - Create/Move Document

Let me know if this works for you. Here is a link to the pdf app.

Userlevel 1

Thanks. It would be a very simple solution.

Is there a solution for free ? 

I guess i would have to pay something for PDFfiller, no ?

Userlevel 7
Badge +14

You can create a GDoc from a Template and get the PDF version of the generated file provided by GDrive.

Here’s a how to article: https://zapier.com/blog/create-autopopulate-google-docs-template/

Userlevel 5
Badge +5

Oh yeah this is true @Troy Tessalone.

 

@Remi-academy I think the Zap should then look like this:

  1. Trigger: Webflow - Form Submission
  2. Action: Google Docs - Create Doc → here you fill in the data from Webflow
  3. Action: Google Docs - Find Google Doc → here you need to pic up the doc again
  4. Action: Google Cloud Print - Submit Print Job → here you print it as pdf
  5. Action: Google Drive - Find Document  → here you need to pic up the pdf again
  6. Action: Gmail - Sent Email → here you send your email

This is a very nice zap! Let us know if it worked for you @Remi-academy 

Userlevel 1

Thanks Ennes, 

And if I wish to get the pdf signed, can I do it with a solution for free ?

Userlevel 5
Badge +5

Hey @Remi-academy,

In the second step you can just take an already existing google doc that is pre-made with text and add there a signature. Here you can read more details on this. 

I hope this helps.

Best Wishes :)

Userlevel 7
Badge +14

FYI: Google Cloud Print app will no longer work in 2021, so you don’t want to use that in your Zap.

 

Suggested Zap Steps

  1. Trigger: Webflow - Form Submission
  2. Action: GDocs - Create Doc from Template (populate with data from Webflow, specify the GDrive folder to save to, and returns PDF version)
  3. Action: Gmail - Send Email (attach the PDF)

 

cc: @Ennes 

Userlevel 7
Badge +14

Thanks Ennes, 

And if I wish to get the pdf signed, can I do it with a solution for free ?

 

Check out these Zap apps for signatures: https://zapier.com/apps/categories/signatures

NOTE: Depending on the chosen app you may have to pay.

 

If you want the client to sign the PDF, then you’ll want a different Zap step structure, where the PDF template is already created in a Signature app, such as DocuSign or SignNow or SignRequest.

 

EXAMPLE using SignRequest

Zap 1

  1. Trigger: Webflow - Form Submission
  2. Action: SignRequest - Sent SignRequest from Template

Zap 2

  1. Trigger: SignRequest - New Document Signed
  2. Action: GDrive - Upload File

 

cc: @Ennes