What’s the problem and how to fix this?
Thank you
Best answer by Troy Tessalone
In the PandaDoc Template, give the Merge Field a value.
Check the ( ! ) icon for info.
Refresh the fields in the Zap action step for PandaDoc to see the fields you gave labels to.
Then map the variables from the trigger step.
+14Hi
Try this workaround…
Gravity Forms Webhooks Add-On: https://www.gravityforms.com/add-ons/webhooks/
Zap trigger: Webhook - Catch Hook
This will generate a unique webhook URL to use in Gravity Forms.
Okay, I connected it using the gravityform’s consumer key and consumer secret.
Now, I’m trying to connect gravityform to PandaDoc. When a user submit a form the document should be filled with the form submission data automatically.
How to do that?
Ondre
There is “Document Metadata” section and it says:
The metadata to include in the document. Specify "Key - Value" respectively in the fields.
How to add the metadata? Can you give me an example?
For example, the field id is “full_name” on the PandaDoc and I need to map this with a Full Name field on the GravityForm.
+14Zap action: PandaDoc - Create Document
Make sure to test your Gravity Form so the Zap trigger has data to map to the Zap action steps.
Map variables between the Zap steps.
Help for how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action
+14PandaDoc Metadata is not shown on the PandaDoc. (it’s behind the scenes data)
If you want to map variables from Gravity Forms to fields in the PandaDoc Document, then you will need to configure the document fields in the PandaDoc Document Template.
You’ll want to assign each field in the PandaDoc Document to a role and adjust the settings to give each field a name/label to use in the Zap action step.
Do you mean the metadata is not visible on the document on PandaDoc?
I have to show the GravityForm submission data on the document on PandaDoc.
How to configure the document fields in the PandaDoc document? I assigned an unique ID to each field.
As I explained “full_name” is the ID for the Full Name field on the document.
+14In the PandaDoc Template, give the Merge Field a value.
Check the ( ! ) icon for info.
Refresh the fields in the Zap action step for PandaDoc to see the fields you gave labels to.
Then map the variables from the trigger step.
Hi,
Are you still available to fix the GravityForm connection?
The zap was working correctly but suddenly it notified me to reconnect GravityForm to Zapier. It said Auth is expired.
+14Try using the Gravity Forms Webhook Add-On: https://www.gravityforms.com/add-ons/webhooks/
Zap trigger: Webhook - Catch Hook
Use the generated webhook url from the Zap step to configure in the Gravity Form.
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