How to Create PDF Document from Jotform Responses using Pabbly Connect

Learn how to create a PDF document from Jotform responses using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance on automation and integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Jotform and PDFMonkey Integration

To create a PDF document from Jotform responses using Pabbly Connect, the first step is to access the Pabbly Connect platform. Start by opening your browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and provides you with 100 free tasks every month. If you already have an account, simply sign in to access your dashboard, where you can create a new workflow.

Creating a Workflow in Pabbly Connect

After signing in, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Create PDF Document from Jotform Responses using PDFMonkey’. Next, select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will take you to a new window where you’ll see two main boxes: Trigger and Action. The trigger is the first step in your workflow, which will activate the action that follows. Here, the trigger application will be Jotform.

Setting Up the Trigger for Jotform Responses

In the trigger section of Pabbly Connect, search for Jotform and select it as your trigger application. Next, you need to choose a trigger event. Select ‘New Response’ as the event. This sets up the workflow to trigger whenever a new response is submitted through your Jotform.

To connect Jotform with Pabbly Connect, you need to copy the webhook URL provided. This URL acts as a bridge between Jotform and Pabbly. Go to your Jotform account, open the specific form you want to connect, and navigate to the settings. Under Integrations, search for Webhooks and paste the copied URL there. Complete the integration to finalize the connection.

Setting Up the Action in Pabbly Connect with PDFMonkey

With the trigger now set up, it’s time to configure the action step in Pabbly Connect. For the action application, search for and select PDFMonkey. Choose the action event ‘Generate Document’. This action will create a PDF document using the data received from Jotform responses.

To connect PDFMonkey with Pabbly Connect, you will need an API token from your PDFMonkey account. Navigate to your PDFMonkey profile, find the API secret key, and copy it. Return to Pabbly Connect, paste the token in the connection settings, and click on ‘Save’. After connecting, you need to provide the template ID and dynamic data for generating the PDF.

• Copy the template ID from your PDFMonkey account.
• Paste the template ID in Pabbly Connect.
• Map the dynamic data fields from Jotform responses to the corresponding fields in PDFMonkey.

After mapping the required fields, click on ‘Save and Send Test’ to generate the PDF document. This will show you a preview URL of the PDF document created based on the Jotform response.

Conclusion

In this tutorial, we successfully demonstrated how to create a PDF document from Jotform responses using Pabbly Connect and PDFMonkey. By following the steps outlined, you can automate the process of generating PDFs for various applications, enhancing efficiency and reducing manual tasks. This integration allows for seamless data management and organization, making it easier to handle form submissions effectively.