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Formsite - Create PDF, Word, Excel Documents
Formsite connects with Documentero so that every new form submission can instantly create customized documents. When someone fills out a survey, registration, or application, the data flows directly into your chosen template. This makes it easy to produce PDFs, Word files, or spreadsheets without copying and pasting. The integration works through API, Zapier, Make, or n8n for flexible setup.
Formsite
Documentero
Triggers
Watch New Form Result — Triggers when a user submits a new form result.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Formsite using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Formsite using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Formsite submissions
Create Excel reports from Formsite survey results
Export Formsite order data into formatted invoices
Build customized certificates from Formsite registration forms
Produce Word documents from Formsite application entries
Create detailed project briefs from Formsite intake forms
Automatically generate acknowledgment letters from Formsite feedback forms
Export Formsite donation records into printable receipts
Create personalized welcome packets from Formsite onboarding forms
Generate performance summaries from Formsite evaluation forms
How you can use Formsite + Documentero
Client Agreements
Generate a signed agreement document automatically when a client submits a Formsite contract form.
Event Registrations
Create personalized event tickets or confirmation PDFs from attendee details submitted through Formsite.
Job Applications
Turn applicant responses into a formatted resume summary or candidate profile document.
Order Forms
Produce invoices or order summaries in PDF or Excel based on purchase details collected in Formsite.
Surveys and Reports
Convert survey responses into a structured report document for easy sharing and review.
Setup Guides
Zapier Tutorial: Integrate Formsite with Documentero
- Create a new Zap in Zapier.
- Add Formsite to the zap and choose one of the triggers (Watch New Form Result). 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 Formsite trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Formsite with Documentero
- Create a new scenario in Make.
- Add Formsite to the scenario and choose one of the triggers (Watch New Form Result). 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 Formsite trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Formsite with Documentero
- Create a new workflow in n8n.
- Add Formsite to the workflow and choose one of the triggers (Watch New Form Result). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Formsite trigger.
- Execute (or activate) your workflow and verify the output.
