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Gravity Forms - Create PDF, Word, Excel Documents
Gravity Forms can connect with Documentero to automatically turn form submissions into ready-to-use documents. When someone fills out a form, the data can be sent directly to Documentero to generate PDFs, Word files, or spreadsheets. This setup helps businesses create contracts, invoices, or reports without having to copy and paste information manually.
Gravity Forms
Documentero
Triggers
Watch Entries — Triggers when a new entry is submitted in a form.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Gravity Forms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Gravity Forms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Gravity Forms submissions
Create Word proposals from Gravity Forms lead capture data
Export Gravity Forms order entries into invoice documents
Build Excel reports from Gravity Forms survey responses
Generate personalized event tickets from Gravity Forms registrations
Produce employee onboarding documents from Gravity Forms HR forms
Create donation receipts in PDF from Gravity Forms payment forms
Automatically generate certificates from Gravity Forms course completions
Export Gravity Forms support requests into structured Word reports
Create customized rental agreements from Gravity Forms booking forms
How you can use Gravity Forms + Documentero
Client Contracts
Generate a custom contract in PDF or Word format every time a new client fills out the onboarding form.
Invoices
Create an invoice document from order details submitted through a Gravity Forms checkout form.
HR Forms
Produce employee agreement documents from job application submissions.
Event Registrations
Build personalized confirmation letters or tickets as soon as someone registers for an event.
Survey Reports
Turn survey responses into formatted Excel reports automatically.
Setup Guides
Zapier Tutorial: Integrate Gravity Forms with Documentero
- Create a new Zap in Zapier.
- Add Gravity 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 Gravity Forms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Gravity Forms with Documentero
- Create a new scenario in Make.
- Add Gravity 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 Gravity Forms trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Gravity Forms with Documentero
- Create a new workflow in n8n.
- Add Gravity Forms to the workflow 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 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 Gravity Forms trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Gravity Forms with Documentero
- Create a new flow in Power Automate.
- Add Gravity Forms to the flow 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 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 Gravity Forms trigger.
- Test and save your flow.
