Learn how to automate the creation of PDF documents from Elementor form responses using Pabbly Connect and PDFMonkey. Follow this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for PDF Document Creation
To automate the PDF document creation for Elementor form responses, you first need to access Pabbly Connect. This platform acts as the central integration hub for connecting various applications, including Elementor and PDFMonkey.
Start by visiting the Pabbly Connect website. If you don’t have an account, click on the ‘Sign up for free’ button, which allows you to create an account in just a few minutes. For existing users, simply sign in to access your dashboard.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, you will need to create a new workflow to link Elementor and PDFMonkey. Click on the ‘Create Workflow’ button, which opens a new window for naming your workflow.
- Name your workflow (e.g., ‘Create PDF Document for Elementor Form Responses’).
- Select the appropriate folder to save your workflow.
- Click ‘Create’ to proceed to the workflow setup.
After creating your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be a new form submission from Elementor.
3. Setting Up Trigger for Elementor Form Submission
Next, you need to set up the Trigger in Pabbly Connect. Search for the Elementor application and select it as your Trigger. Choose the event ‘New Form Submission’ to capture the details from the form.
To connect Elementor with Pabbly Connect, copy the Webhook URL provided. This URL acts as a bridge between Elementor and Pabbly Connect, allowing data to flow seamlessly between the two applications.
- Open your Elementor form in WordPress.
- Edit the form and navigate to the ‘Actions After Submit’ section.
- Add a new action and select ‘Webhook’, then paste the copied URL.
After updating the form, you can now test the connection by submitting a sample form. This will allow Pabbly Connect to receive the response data.
4. Generating PDF Document with PDFMonkey
With the Trigger set up, the next step is to configure the Action in Pabbly Connect using PDFMonkey. Search for PDFMonkey and select it as your Action application. Choose the ‘Generate Document’ event to create the PDF.
To connect PDFMonkey, you will need to provide an API token. Log into your PDFMonkey account, navigate to your profile, and find the API authentication section to copy your API key.
Paste the API key into Pabbly Connect to establish the connection. Obtain the Template ID from your PDFMonkey templates. Map the dynamic data fields from Elementor form responses to the PDF template.
Once all necessary data is mapped, save the workflow and send a test request to generate a PDF document. This document will automatically include the details from the latest form submission.
5. Conclusion: Automating PDF Creation with Pabbly Connect
By following these steps, you can successfully automate the creation of PDF documents for Elementor form responses using Pabbly Connect and PDFMonkey. This process streamlines the workflow, ensuring that every response is captured and formatted correctly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Automating this task not only saves time but also enhances efficiency in generating lease agreements or other documents. With Pabbly Connect, integrating applications like Elementor and PDFMonkey becomes seamless and straightforward.