How to Create PDF Documents for Elementor Form Responses Using PDFMonkey with Pabbly Connect

Learn how to automate the creation of PDF documents for Elementor form responses using PDFMonkey and Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Elementor Form Responses

To create PDF documents for Elementor form responses, we start by utilizing Pabbly Connect. This platform allows us to automate the integration between Elementor and PDFMonkey effectively. First, access Pabbly Connect by searching for it in your browser, and either sign in or create a new account.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Generate PDF for Elementor Forms’ and select the folder where you want to save it.

2. Configuring the Trigger Event in Pabbly Connect

Now it’s time to set up the trigger event in Pabbly Connect. This event will activate the workflow whenever a new form submission is received from Elementor. Search for ‘Elementor’ in the trigger application section and select it.

• Select the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Elementor form settings to paste this URL.

After pasting the webhook URL into your Elementor form settings, click on ‘Update’ to save the changes. This connection allows Pabbly Connect to capture all responses from your Elementor form submissions.

3. Filling Out the Elementor Form for Testing

To test the integration, fill out the Elementor form you’ve set up. For example, enter the tenant’s first name as ‘Michael’, last name as ‘Caris’, and other details like email and address. This submission will trigger the workflow you set up in Pabbly Connect.

After submitting the form, return to Pabbly Connect. You should see that it has received the response from your Elementor form. This response will include all the details you entered, confirming that the trigger is working correctly.

4. Generating PDF Documents with PDFMonkey

Next, we will set up the action step in Pabbly Connect to generate a PDF document using PDFMonkey. Search for ‘PDFMonkey’ in the action application section and select it. Choose the action event as ‘Generate Document’.

You will need to connect your PDFMonkey account by providing the API token obtained from your PDFMonkey account settings. After connecting, you must specify the template ID for the lease agreement document you wish to generate.

• Retrieve the template ID from your PDFMonkey account under templates.
• Map the dynamic data from the Elementor form responses to the corresponding fields in your PDF template.

After setting these parameters, click on ‘Save and Send Test’ in Pabbly Connect to generate the PDF document. You should see a confirmation that the document is being created.

5. Verifying the PDF Document Creation

Finally, to verify that the PDF document was created successfully, check your PDFMonkey account. Navigate to the documents section and confirm that the new lease agreement document appears as expected. This document should reflect the details you entered in the Elementor form.

This entire process showcases how Pabbly Connect seamlessly integrates Elementor and PDFMonkey to automate the creation of PDF documents for form responses. With every new submission, the workflow will automatically generate a PDF document, saving you time and ensuring consistency.

Conclusion

In this tutorial, we explored how to automate PDF document creation for Elementor form responses using Pabbly Connect and PDFMonkey. By following these steps, you can streamline your workflow and enhance efficiency in generating important documents.