How to Generate PDF from JotForm Submission and Email as Attachment using PDF.co, Gmail and Zapier

Step 1: Start New Submission Process in Jotform

First, let’s set up the JotForm as the App and the New Submission as the Trigger Event.

Step 2: Select Form Name

Next, select the Form name in the Form field.

Step 3: Test the Trigger

Let’s test the Trigger to make sure that we set up the account correctly.

Great! The JotForm returned a form submission that we will use to generate a PDF.

Step 4: Select Anything to PDF Converter in PDF.co

Now that our JotForm submission is ready. Let’s select PDF.co as the App and Anything to PDF Converter as the Action Event.

Step 5: Configure the Action

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.

Step 6: Send Configuration to PDF.co for Test & Review

Let’s send our Anything to PDF Converter configuration to PDF.co to Test & Review.

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.

Step 7: Email PDF as Attachment

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.

Step 8: Set Up Action

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.

Step 9: Test the Send Email Action

Let’s test the Send Email Action to make sure that we configured it correctly.

Terrific! The email was sent to Gmail successfully.

Here’s what our test email now looks like in our Gmail inbox:

When we view the PDF attachment, here’s what it looks like: