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AidaForm - Create PDF, Word, Excel Documents
AidaForm connects with Documentero to turn form responses, uploaded files, and payment details into ready-to-use documents. You can collect data through AidaForm and automatically generate contracts, reports, or invoices in .docx, .pdf, or .xlsx formats. This integration helps you move directly from form submission to professional documents without manual editing.
AidaForm
Documentero
Triggers
Watch New File — Triggers when your specified form receives every single uploaded file.
Watch New Payment — Triggers when AidaForm receives a payment notification for the specified form.
Watch New Response — Triggers when your specified form receives a new response.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from AidaForm using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from AidaForm using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from AidaForm payment submissions
Create custom contracts from AidaForm client intake forms
Export AidaForm survey results into formatted Excel spreadsheets
Generate personalized confirmation letters from AidaForm registrations
Build detailed project proposals from AidaForm request forms
Create attendance certificates from AidaForm event sign-ups
Automatically generate receipts from AidaForm order forms
Produce HR onboarding documents from AidaForm employee applications
Generate signed agreements from AidaForm partnership forms
Export customer feedback from AidaForm into branded PDF reports
How you can use AidaForm + Documentero
Generate Invoices from Payments
When a customer completes a payment in AidaForm, Documentero can instantly create a PDF invoice using your template.
Create Survey Reports
Each new response to a survey in AidaForm can be turned into a formatted .docx or .pdf report with Documentero.
Build Contracts from Form Data
Collect client details with AidaForm and automatically generate a personalized contract in Documentero.
Compile Uploaded Files into Records
When users upload files through AidaForm, Documentero can attach them or reference them in a generated record document.
Export Responses to Excel
Send AidaForm responses to Documentero and generate organized .xlsx files for easy data analysis.
Setup Guides
Zapier Tutorial: Integrate AidaForm with Documentero
- Create a new Zap in Zapier.
- Add AidaForm to the zap and choose one of the triggers (Watch New File, Watch New Payment, Watch New Response). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the AidaForm trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate AidaForm with Documentero
- Create a new scenario in Make.
- Add AidaForm to the scenario and choose one of the triggers (Watch New File, Watch New Payment, Watch New Response). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the AidaForm trigger.
- Run or schedule your scenario and verify the output.
