F
FormCrafts - Create PDF, Word, Excel Documents
FormCrafts connects with Documentero so that every new form response can instantly create a document in the format you need. Whether you want to generate a PDF report, a Word contract, or an Excel summary, the integration makes it easy to turn collected data into ready-to-use files. You can set it up through API, Make, or Zapier depending on your workflow.
FormCrafts
Documentero
Triggers
Watch New Responses — Watches for new responses on form.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from FormCrafts using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from FormCrafts using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from FormCrafts submissions
Create Word proposals from FormCrafts lead capture forms
Export FormCrafts survey results to Excel with Documentero
Generate onboarding documents from FormCrafts job application forms
Build personalized receipts in PDF when FormCrafts payment forms are submitted
Create branded certificates from FormCrafts training registration forms
Automatically generate NDAs in Word from FormCrafts signup forms
Produce detailed Excel expense reports from FormCrafts reimbursement forms
Create PDF summaries of FormCrafts event feedback responses
Generate custom quotes in Word from FormCrafts product inquiry forms
How you can use FormCrafts + Documentero
Generate Client Contracts
When a client submits a form with their details, Documentero can create a personalized Word contract automatically.
Create PDF Reports
New survey responses in FormCrafts can be turned into a formatted PDF report for record-keeping or sharing.
Build Invoices
FormCrafts order forms can trigger Documentero to generate invoices in PDF or Excel formats.
Produce Registration Certificates
Event sign-up forms can feed into Documentero to generate branded certificates for participants.
Compile Excel Summaries
Responses from feedback forms can be exported to Excel files through Documentero for easy analysis.
Setup Guides
Zapier Tutorial: Integrate FormCrafts with Documentero
- Create a new Zap in Zapier.
- Add FormCrafts to the zap and choose one of the triggers (Watch New Responses). 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 FormCrafts trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate FormCrafts with Documentero
- Create a new scenario in Make.
- Add FormCrafts to the scenario and choose one of the triggers (Watch New Responses). 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 FormCrafts trigger.
- Run or schedule your scenario and verify the output.
