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.

Use JotForm As The App

3. Next, select the Form name in the Form field.

Setup JotForm Trigger

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

Test JotForm Trigger

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

JotForm Test Trigger Result

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.

Use PDF.co Anything To PDF Converter To Generate PDF

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.

Configure Anything To PDF Converter With JotForm Data

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

Send Action Event 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.

PDF.co Generated A PDF From JotForm Submission

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.

Setup Gmail As Email Provider

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.

Gmail Send Email Configuration
Setup Send Email Action Event

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

Send Email Configuration To Gmail To Test

13. Terrific! The email was sent to Gmail successfully.

Gmail Email Sent Successfully

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

Gmail Email Inbox Of Test Email

15. 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.