Automate PDF Creation with Pabbly Connect: A Step-by-Step Guide

Learn how to automate PDF generation from Typeform responses using Pabbly Connect, integrating PDF Monkey for seamless document creation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with PDF Monkey, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process is quick and allows you to access 100 tasks free every month.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This is where you will set up the integration to automate the PDF generation process for Typeform responses.

2. Setting Up Trigger with Typeform in Pabbly Connect

The first step in your workflow is to set up a trigger using Pabbly Connect. Click on ‘Create Workflow’ and name it according to your objective, such as ‘Generate PDF of Typeform Responses’. You will then see options for trigger and action applications.

• Search for Typeform as your trigger application.
• Select the trigger event as ‘New Entry’.
• Connect your Typeform account with Pabbly Connect.

After connecting, select the specific form you want to use. In this case, it’s the employee data form. Click ‘Save and Send Test Request’ to proceed. This will prepare your workflow to receive data from Typeform submissions.

3. Creating a Form Submission in Typeform

To test the integration, create a form submission in Typeform. Open your employee data form and fill in the required details, such as name, email, department, and address. This step is crucial as it generates the data that Pabbly Connect will use to create the PDF document.

Once you submit the form, go back to Pabbly Connect. You should see the response from your Typeform submission, which includes all the details you entered. This confirms that the trigger is set up correctly and that data is flowing into Pabbly Connect.

4. Setting Up Action with PDF Monkey in Pabbly Connect

Next, you need to set up the action step in your workflow to create a PDF document using PDF Monkey. In Pabbly Connect, search for PDF Monkey and select it as your action application. Choose ‘Generate Document’ as your action event.

• Connect your PDF Monkey account using your API token.
• Enter the template ID for the NDA document you created in PDF Monkey.
• Map the employee details from the Typeform response to the PDF fields.

Once all fields are mapped correctly, click ‘Save and Send Test Request’. This action will generate your PDF document based on the data received from Typeform, completing the automation process.

5. Verifying PDF Creation in PDF Monkey

After setting up the action, it’s time to verify that the PDF document has been created successfully. Go to your PDF Monkey account and check the documents section. You should see the newly created NDA document with the name formatted according to the employee’s details.

This verification step confirms that Pabbly Connect has successfully integrated Typeform and PDF Monkey, automating the generation of NDAs for new employees. You can repeat the process with additional submissions to ensure everything works seamlessly.

Conclusion

In this tutorial, we explored how to automate PDF creation using Pabbly Connect, integrating Typeform and PDF Monkey. By following these steps, you can streamline document generation for new employee onboarding efficiently.