Automate PDF Creation from Typeform Responses Using Pabbly Connect

Learn how to automate the generation of PDF documents from Typeform responses using Pabbly Connect. Streamline your onboarding process efficiently! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating PDF creation from Typeform responses, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes just 2 minutes and provides you with 100 free tasks every month. If you already have an account, simply sign in to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Generate PDF of Typeform Responses’.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set up your Trigger by selecting Typeform as the application.

Now, select the trigger event as ‘New Entry’. This means that every time a new response is received in Typeform, it will trigger the workflow in Pabbly Connect.

3. Connecting Typeform to Pabbly Connect

After selecting Typeform, you need to connect your Typeform account to Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’.

Authorize the connection by accepting the permissions requested. Once connected, select the specific form you want to use, which in this case is your employee data form. Click on ‘Save and Send Test Request’ to capture a response from your form submission.

4. Setting Up PDF Monkey in Pabbly Connect

Next, you will set up the action step to generate the PDF document using PDF Monkey. Search for PDF Monkey and select it as your action application.

Choose ‘Generate Document’ as the action event. Connect PDF Monkey to Pabbly Connect by adding your API token from your PDF Monkey account. This token allows Pabbly Connect to communicate with PDF Monkey securely.

• Input the Template ID of your NDA template created in PDF Monkey.
• Map the employee’s name and other details from the Typeform response to personalize the NDA.

After mapping all required fields, click ‘Save and Send Test Request’. This will generate a PDF document with the employee’s details filled in.

5. Testing the Integration

To confirm that your integration works, go back to your Typeform and submit a new response with employee details. After submission, navigate back to Pabbly Connect to see if the test request was successful.

If everything is set up correctly, you will see a positive response indicating that the PDF document has been generated. Check your PDF Monkey account to confirm that the new NDA document has been created with the correct details.

By following these steps, you can automate the process of generating PDFs for every new employee using Pabbly Connect, making your onboarding process efficient and error-free.

Conclusion

This tutorial demonstrates how to automate PDF creation from Typeform responses using Pabbly Connect. By integrating these applications, you streamline your onboarding process and ensure accuracy in important documentation.