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Formidable Forms - Create PDF, Word, Excel Documents
Formidable Forms can connect with Documentero to turn form submissions into ready-to-use documents. When a new entry is created or updated, the data can be sent directly to Documentero templates. This makes it easy to produce PDFs, Word files, or spreadsheets without manual copy-paste. The integration works through API, Make, or Zapier, giving flexibility for different workflows.
Formidable Forms
Documentero
Triggers
Watch Entries — Triggers when an entry has been created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Formidable Forms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Formidable Forms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Formidable Forms submissions
Create Word invoices from Formidable Forms order entries
Export Formidable Forms survey results into Excel reports
Generate personalized certificates from Formidable Forms event registrations
Build HR onboarding documents from Formidable Forms employee applications
Produce signed agreements from Formidable Forms client intake data
Create project proposals in Word from Formidable Forms submissions
Export Formidable Forms service requests into PDF work orders
Generate membership cards from Formidable Forms sign-up entries
Create donation receipts in PDF from Formidable Forms fundraising forms
How you can use Formidable Forms + Documentero
Client Intake Forms
Automatically generate a PDF contract from client details submitted through a Formidable Form.
Job Applications
Convert candidate submissions into a formatted Word document for HR review.
Event Registrations
Create attendee lists in Excel whenever someone registers through a form.
Service Requests
Produce a service order document in PDF each time a customer submits a support request.
Surveys and Feedback
Compile survey responses into structured reports using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Formidable Forms with Documentero
- Create a new Zap in Zapier.
- Add Formidable Forms to the zap and choose one of the triggers (Watch Entries). 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 Formidable Forms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Formidable Forms with Documentero
- Create a new scenario in Make.
- Add Formidable Forms to the scenario and choose one of the triggers (Watch Entries). 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 Formidable Forms trigger.
- Run or schedule your scenario and verify the output.
