Fill out PDF with Caspio Data – Step-by-Step Guide

  1. Create a Zap
  2. Caspio Cloud Database
  3. New Record Action Event
  4. New Record Configuration
  5. Caspio Test Trigger
  6. Add PDF.co App
  7. PDF Filler Configuration
  8. Test Result of PDF.co
  9. Source PDF Output

In this tutorial, we will show you how to fill out PDF form with Caspio data using PDF.co and Zapier. We prepared a sample document below.

Sample Source Document
Sample Source Document

Step 1: Create a Zap

First, click the create zap button at the upper portion of your dashboard.

Step 2: Caspio Cloud Database

Next, select the Caspio Cloud Database app for the App Event.

Caspio Cloud Data Base

Step 3: New Record Action Event

Then, choose the New Record module for the Action Event.

New Record Trigger Event

Step 4: New Record Configuration

Let set up the New Record Configuration.

  • In the Table field, select the table that you want to monitor in this trigger.

New Record Configuration

Step 5: Caspio Test Trigger

Next, click the  Test Trigger button to find a record in your  Caspio Cloud Database account.

Caspio Test Trigger

Step 6: Add PDF.co App

For the next step, add another app and select the PDF.co  app for the  App Event.  Then, select the PDF Filler module to fill a PDF form field and create a new PDF with filled-out text fields.

Add PDF.co App

Step 7: PDF Filler Configuration

Next, fill out the form fields to set up the PDF filler configuration.

  • In the Source PDF field, input the  URL of the source file to fill out.
  • For the  Fillable field, fill out the page number, the field name, and the value. You can use the Get PDF  tool to get the form’s field names.

PDF Filler Configuration
PDF Filler Configuration

Now, click the test and review button to send the PDF filler to PDF.co.

Step 8: Test Result of PDF.co

Great! The test result returned successfully. You may now use the URL to view the result.

Test Result of PDF.co

Step 9: Source PDF Output

Here is the PDF form that we successfully filled out with Caspio Cloud Database data.

Source Document Output
Source Document Output

In this tutorial, you learned how to set up the Caspio Cloud Database so you can access the data in Zapier. You learned how to fill the PDF form with the database using PDF.co. You also learned how to get the PDF form fields using the Get PDF Info helper tool.

Fill out PDF with Caspio Data – Video

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