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
Best answer by Troy Tessalone
Remi-academy wrote:
Thanks Ennes,
And if I wish to get the pdf signed, can I do it with a solution for free ?
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
Trigger: Webflow - Form Submission
Action: SignRequest - Sent SignRequest from Template
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.
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
Trigger: Webflow - Form Submission
Action: SignRequest - Sent SignRequest from Template