Step by step guide
1. In this tutorial we will show you how to generate a PDF document from a JotForm submission and send the generated PDF back to the submitter using PDF.co, Gmail, and Zapier.
2. First, let’s set up the JotForm as the App and the New Submission as the Trigger Event.
3. Next, select the Form name in the Form field.
4. Let’s test the Trigger to make sure that we set up the account correctly.
5. Great! The JotForm returned a form submission that we will use to generate a PDF.
6. Now that our JotForm submission is ready. Let’s select PDF.co as the App and Anything to PDF Converter as the Action Event.
7. Next, let’s configure the Action Event.
- In the Input Type field, select the Raw HTML code.
- In the Input field, type in the HTML code with the corresponding JotForm values.
- In the Name field, you can use the submitter’s name as the file name.
8. Let’s send our Anything to PDF Converter configuration to PDF.co to Test & Review.
9. Awesome! Our test was a success. PDF.co returned a temporary URL of the generated PDF. We will use the generated PDF as an attachment in our next step.
10. In this next step, we will email the PDF as an attachment back to the submitter. Let’s select Gmail as the App and Send Email as the Action Event.
11. Then, let’s set up the Action Event.
- In the To field, enter the recipient’s email address.
- In the From field, enter your desired email address.
- In the Subject field, type in the Subject of your email.
- In the Body Type field, you can choose either plain or html.
- In the Body field, enter your message.
- In the Attachments field, select the PDF.co generated URL.
12. Let’s test the Send Email Action to make sure that we configured it correctly.
13. Terrific! The email was sent to Gmail successfully.
14. Here’s what our test email now looks like in our Gmail inbox.
15. When we view the PDF attachment, here’s what it looks like.
In this tutorial, we learned how to generate PDF from JotForm submission data using PDF.co. We also learned how to send the generated PDF as an email attachment using Gmail.