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.

  1. Start New Submission Process in Jotform
  2. Select Form Name
  3. Test the Trigger
  4. Select Anything to PDF Converter in PDF.co
  5. Configure the Action
  6. Send Configuration to PDF.co for Test & Review
  7. Email PDF as Attachment
  8. Set Up Action
  9. Test the Send Email Action
  10. Video: Generate PDF from JotForm Submission

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.

Use JotForm As The App

2. Select Form Name

Next, select the Form name in the Form field.

Setup JotForm Trigger

3. Test the Trigger

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

Test JotForm Trigger

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

JotForm Test Trigger Result

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.

Use PDF.co Anything To PDF Converter To Generate PDF

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.

Configure Anything To PDF Converter With JotForm Data

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

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

Send Action Event 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.

PDF.co Generated A PDF From JotForm Submission

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.

Setup Gmail As Email Provider

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.

Gmail Send Email Configuration
Setup Send Email Action Event

9. Test the Send Email Action

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

Send Email Configuration To Gmail To Test

Terrific! The email was sent to Gmail successfully.

Gmail Email Sent Successfully

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

Gmail Email Inbox Of Test Email

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

Generated PDF Email Attachment

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.

Generate PDF from JotForm Submission

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