How to Create PDF Documents from Jotform Responses Using Pabbly Connect and PDFMonkey

Learn how to automate PDF document creation from Jotform responses using Pabbly Connect and PDFMonkey in this step-by-step tutorial. 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

Setting Up Pabbly Connect for Jotform and PDFMonkey Integration

To start the integration process, you need to access Pabbly Connect. This powerful platform allows you to automate workflows between different applications. First, open your browser and search for Pabbly Connect. Once on the landing page, you have the option to sign in or sign up for free. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes just two minutes, and you’ll receive 100 free tasks each month.

After signing in to Pabbly Connect, navigate to the dashboard. Here, click on the ‘Create Workflow’ button. A pop-up window will appear, prompting you to name your workflow. Name it according to your objective, such as ‘Create PDF Document from Jotform Responses using PDFMonkey’. Choose the folder where you want to save your workflow, select a relevant folder, and click ‘Create’. This sets the foundation for your automation.

Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow in Pabbly Connect. The trigger application will be Jotform, as it collects employee onboarding data. Click on the trigger section and search for Jotform. Select it and then choose the trigger event labeled ‘New Response’. This event will activate whenever there’s a new submission in your Jotform.

Next, you need to connect Jotform with Pabbly Connect. To do this, you will use a Webhook URL provided by Pabbly. Copy the Webhook URL and navigate to your Jotform account. Open the specific onboarding form you created, go to ‘Settings’, and select ‘Integrations’. Search for Webhooks and open the Webhook integration. Here, paste the copied URL and complete the integration. This establishes a connection between Jotform and Pabbly Connect.

Creating the PDF Document with PDFMonkey

Once the trigger is set up, the next step is to configure the action to create a PDF document using PDFMonkey through Pabbly Connect. To do this, click on the action section and search for PDFMonkey. Select the action event ‘Generate Document’. You will now connect PDFMonkey with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’.

To establish this connection, you need an API token from your PDFMonkey account. Go to your PDFMonkey account, navigate to your profile, and find the API secret key. Copy this key and go back to Pabbly Connect to paste it into the designated field. After saving the connection, you will need to provide the Template ID and the dynamic data (JSON payload) for the PDF document.

• Copy the Template ID from your PDFMonkey account.
• Paste the Template ID into Pabbly Connect.
• Map the employee details from the Jotform response to the dynamic data fields.

After mapping all necessary details, click on ‘Save and Send Test’. If successful, you will receive a confirmation response indicating that the PDF document is being generated.

Finalizing the Integration and Testing

After the PDF document is generated, you can test the integration further using Pabbly Connect. Open the URL provided in the response to view your newly created PDF document. This PDF will include all the details from the Jotform submission, ensuring a professional and consistent format for your employee’s non-disclosure agreement.

You can also add additional actions in Pabbly Connect if you wish to send the generated PDF document via email or other platforms. For instance, to send the document through Gmail or WhatsApp, you would add a delay action of 1 to 5 minutes to ensure the PDF is fully generated before sending it out.

• Add a delay action in Pabbly Connect.
• Use the PDFMonkey action to find the document.
• Retrieve the download URL for the PDF document.

After completing these steps, you will have a fully functional workflow that automates the creation of PDF documents from Jotform responses using Pabbly Connect and PDFMonkey.

Conclusion

In this tutorial, we explored how to create PDF documents from Jotform responses using Pabbly Connect and PDFMonkey. By following these steps, you can automate the process of generating professional documents, saving time and reducing errors. This integration enhances efficiency in managing employee onboarding and non-disclosure agreements.