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Jotform - Create PDF, Word, Excel Documents
Jotform connects with Documentero so that every new form submission can automatically create a document using your custom templates. Whether you need a PDF, Word, or Excel file, the integration ensures that your collected data is turned into ready-to-use files. You can set it up through API or automation platforms like Zapier, Make, n8n, or Power Automate to fit your workflow.
Jotform
Documentero
Triggers
Watch for Submissions — Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Jotform using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Jotform using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Jotform submissions
Create Word invoices from Jotform order forms
Export Jotform registration data into Excel reports
Generate personalized event tickets from Jotform entries
Create PDF certificates from Jotform course completion forms
Automatically produce signed agreements from Jotform client intake forms
Generate customized proposals from Jotform project request forms
Create detailed expense reports from Jotform reimbursement forms
Export Jotform job application data into formatted resumes
Automatically generate rental agreements from Jotform booking forms
How you can use Jotform + Documentero
Generate contracts
When a client fills out a Jotform with their details, Documentero creates a contract PDF based on a pre-made template.
Produce invoices
Form submissions with order details trigger Documentero to generate an invoice in Word or PDF format.
Create event tickets
Event registration forms automatically generate personalized tickets as PDFs for each attendee.
Build reports
Survey responses collected in Jotform can be turned into Excel reports using Documentero templates.
Generate certificates
Course completion forms feed into Documentero to produce professional certificates for participants.
Setup Guides
Zapier Tutorial: Integrate Jotform with Documentero
- Create a new Zap in Zapier.
- Add Jotform to the zap and choose one of the triggers (Watch for Submissions). 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 Jotform trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Jotform with Documentero
- Create a new scenario in Make.
- Add Jotform to the scenario and choose one of the triggers (Watch for Submissions). 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 Jotform trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Jotform with Documentero
- Create a new workflow in n8n.
- Add Jotform to the workflow and choose one of the triggers (Watch for Submissions). 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 Jotform trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Jotform with Documentero
- Create a new flow in Power Automate.
- Add Jotform to the flow and choose one of the triggers (Watch for Submissions). 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 Jotform trigger.
- Test and save your flow.
