Hi all, I recently released a new feature for DocuPotion that I thought some people here might be interested in. You can now automatically fill out PDF forms in your Zaps using our Zapier app.
This video demonstrates how to set it all up: https://www.youtube.com/watch?v=ZFvrMouxTXU
How it works at a high level:
- Take an existing fillable PDF and turn it into a reusable template in DocuPotion
- Ensure fillable inputs are named correctly
- Map data from a Zapier trigger / action to the {{merge_fields}} in the template using the DocuPotion Zapier app
That's pretty much it. I use Google Forms in the video, but you can use any other data source too (EG Airtable, Google Sheets Typeform, Tally, Hubspot, Notion)
Happy to help if there are any questions!
Alex
