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HappyForms - Create PDF, Word, Excel Documents
HappyForms connects with Documentero so that every form submission can instantly create professional documents. When someone completes a survey, sign-up, or checkout on your WordPress site, the details can be sent to Documentero to generate custom PDFs, Word files, or spreadsheets. This makes it easy to turn responses into ready-to-use documents without manual copy-paste. Integration is available through API, Make, or Zapier for flexible setup.
HappyForms
Documentero
Triggers
New Activity — Triggers after a successful submission.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from HappyForms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from HappyForms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from HappyForms submissions
Create Word reports from HappyForms survey responses
Export HappyForms checkout data into Excel invoices
Build custom onboarding documents from HappyForms sign-ups
Generate PDF certificates for event registrations via HappyForms
Create branded proposals from HappyForms inquiry forms
Export HappyForms poll results into a formatted Word document
Produce Excel tracking sheets from HappyForms activity logs
Automatically generate PDF receipts from HappyForms payment forms
Create custom welcome letters from HappyForms membership sign-ups
How you can use HappyForms + Documentero
Client Agreements
Generate a PDF agreement automatically when a new client fills out a HappyForms sign-up form.
Survey Reports
Turn survey submissions into a formatted Word report for internal review.
Order Receipts
Create a receipt in PDF format whenever someone completes a checkout form.
Event Registrations
Produce an Excel file with attendee details each time a registration form is submitted.
Feedback Summaries
Build a document summary of customer feedback collected through a HappyForms poll.
Setup Guides
Zapier Tutorial: Integrate HappyForms with Documentero
- Create a new Zap in Zapier.
- Add HappyForms to the zap and choose one of the triggers (New Activity). 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 HappyForms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate HappyForms with Documentero
- Create a new scenario in Make.
- Add HappyForms to the scenario and choose one of the triggers (New Activity). 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 HappyForms trigger.
- Run or schedule your scenario and verify the output.
