Fill Out a PDF with Data Submitted from Jotform using PDF.co and Zapier

4 Minutes Read

In this tutorial, we will show you how to fill out PDF with Data Submitted from Jotform using PDF.co and Zapier. We will use the sample W9 form below.

IN THIS TUTORIAL

Make a Zap

Jotform App and New Submission

Set up Trigger

Test Trigger

PDF.co App and PDF Filler

Configure PDF Filler

Test Result Output

Source File Output

Step 1: Make a Zap

To begin, let’s start by making a Zap.

Step 2: Jotform App and New Submission

Next, select the Jotform app and choose the New Submission for the Trigger Event.

Step 3: Set up Trigger

Let’s set up the Trigger.

In the Form field, select the form that you submitted in Jotform.

Step 4: Test Trigger

Next, let’s test the trigger to make sure that we set it up correctly.

Step 5: PDF.co App and PDF Filler

Now, let’s add another app. Kindly select the PDF.co app and choose the PDF Filler for the Action Event.

Step 6: Configure PDF Filler

Configure the PDF.co action:

Source PDF: Enter the URL of the fillable PDF template.
Fillable Form Fields: Map each Jotform response to the corresponding PDF field using this format:

page;fieldName;value

For example:

0;FullName;John Smith|0;BusinessName;Smith Consulting|0;TaxId;123456789

Separate multiple fields with the | character. PDF page numbering starts at 0.

Find the PDF Form Field Names

You can retrieve field names in either of these ways:

PDF Inspector: Open the template in the online PDF.co PDF Inspector to manually inspect its fillable fields and copy their names.
Get PDF Information: Add the PDF.co Get PDF Information action to a Zap when field names need to be retrieved automatically as part of a workflow.

The names entered in Fillable Form Fields must exactly match the names defined in the PDF template.

Finally, enter a descriptive Output PDF Name, such as:

W9-SubmittedName.pdf

Test the action and confirm that the Jotform values appear in the correct PDF fields.

For the complete field syntax, see the PDF Filler documentation.

Step 7: Test Result Output

Great! We got a successful test result. You can copy and paste the URL to view the output.

Step 8: Source File Output

Here is the W9 Form that we successfully filled out with Submitted Jotform data.

In this tutorial, you learned how to set up the Jotform so you can access the Submitted Data in Zapier. You learned how to fill the W9 form with the Jotform Data in PDF.co. You also learned how to easily get the PDF form fields using the Get PDF Info.