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WPForms - Create PDF, Word, Excel Documents
WPForms works with Documentero to turn submitted form entries into ready-to-use documents. When someone fills out a form on your WordPress site, the data can be sent directly to Documentero to create PDFs, Word files, or spreadsheets. This makes it easy to generate contracts, invoices, or reports without manual copy-pasting. The integration can be set up through API or automation tools like Zapier, Make, or Power Automate.
WPForms
Documentero
Triggers
Watch New Form Entries — Triggers when a form entry is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from WPForms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from WPForms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from WPForms order submissions
Create Word contracts from WPForms client intake forms
Export WPForms survey responses into formatted Excel reports
Generate PDF certificates from WPForms event registration forms
Create Word proposals from WPForms project request submissions
Automatically generate rental agreements from WPForms property inquiry forms
Export WPForms lead capture data into structured Excel files
Create PDF receipts from WPForms payment forms
Generate personalized welcome letters from WPForms signup forms
Automatically create service reports from WPForms maintenance request forms
How you can use WPForms + Documentero
Generate Client Contracts
When a client submits a service request form, their details are automatically sent to Documentero to create a contract in .docx format.
Create PDF Invoices
Use form entries from WPForms order forms to instantly generate PDF invoices with Documentero.
Build Event Registration Sheets
Collect attendee details through WPForms and produce a formatted registration sheet in Excel via Documentero.
Produce Consent Forms
Gather signed consent data from WPForms and generate a PDF consent form using Documentero templates.
Generate HR Onboarding Documents
When a new employee fills out a WPForms onboarding form, automatically create HR paperwork in Word or PDF with Documentero.
Setup Guides
Zapier Tutorial: Integrate WPForms with Documentero
- Create a new Zap in Zapier.
- Add WPForms to the zap and choose one of the triggers (Watch New Form 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 WPForms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate WPForms with Documentero
- Create a new scenario in Make.
- Add WPForms to the scenario and choose one of the triggers (Watch New Form 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 WPForms trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate WPForms with Documentero
- Create a new flow in Power Automate.
- Add WPForms to the flow and choose one of the triggers (Watch New Form 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 WPForms trigger.
- Test and save your flow.
