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Formstack - Create PDF, Word, Excel Documents
Formstack connects with Documentero to turn submitted form data into ready-to-use documents. When someone fills out a form, the information can automatically be placed into custom templates and exported as PDF, Word, or Excel files. This setup helps teams deliver contracts, reports, or confirmations without needing to copy and paste data. The integration works through API or automation tools like Zapier, Make, n8n, and Power Automate.
Formstack
Documentero
Triggers
Watch Form Submission — Triggers with the new form submission.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Formstack using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Formstack using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Formstack form submissions
Create Excel reports from Formstack survey responses
Export Formstack job applications into Word documents
Build PDF invoices from Formstack billing forms
Generate event attendee lists in Excel from Formstack registrations
Produce standardized PDF agreements from Formstack intake forms
Create Word summaries of Formstack feedback forms
Export Formstack order forms into PDF receipts
Generate Excel trackers from Formstack project request forms
Create PDF confirmation letters from Formstack application forms
How you can use Formstack + Documentero
Client Contracts
Generate signed-ready contracts in PDF format whenever a client submits a Formstack agreement form.
Event Registrations
Create participant lists in Excel from event registration forms and share them with organizers.
Job Applications
Turn candidate submissions into standardized resumes or application summaries in Word format.
Invoice Requests
Produce invoices in PDF automatically when clients submit billing details through a Formstack form.
Survey Reports
Compile survey responses into formatted PDF reports for easy distribution.
Setup Guides
Zapier Tutorial: Integrate Formstack with Documentero
- Create a new Zap in Zapier.
- Add Formstack to the zap and choose one of the triggers (Watch Form Submission). 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 Formstack trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Formstack with Documentero
- Create a new scenario in Make.
- Add Formstack to the scenario and choose one of the triggers (Watch Form Submission). 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 Formstack trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Formstack with Documentero
- Create a new workflow in n8n.
- Add Formstack to the workflow and choose one of the triggers (Watch Form Submission). 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 Formstack trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Formstack with Documentero
- Create a new flow in Power Automate.
- Add Formstack to the flow and choose one of the triggers (Watch Form Submission). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Formstack trigger.
- Test and save your flow.
