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Zoho Forms - Create PDF, Word, Excel Documents
Zoho Forms can be connected with Documentero to turn submitted form data into ready-to-use documents. Each new entry in Zoho Forms can automatically trigger the creation of PDFs, Word files, or Excel reports based on custom templates in Documentero. This makes it easy to generate contracts, invoices, or reports without manual editing. The integration can be set up through API, Make, or Zapier for flexible automation.
Zoho Forms
Documentero
Triggers
Watch Form Submissions — Triggers when a new form entry is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Forms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Forms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Zoho Forms payment submissions
Create Word contracts from Zoho Forms service request entries
Export Zoho Forms job applications into formatted PDF resumes
Build Excel reports from Zoho Forms survey responses
Generate confirmation letters from Zoho Forms event registrations
Create customized receipts from Zoho Forms order submissions
Automatically generate consent forms in PDF from Zoho Forms medical intake data
Produce shipping labels from Zoho Forms delivery request entries
Generate rental agreements from Zoho Forms property inquiry forms
Create membership certificates from Zoho Forms sign-up submissions
How you can use Zoho Forms + Documentero
Client Contracts
Generate personalized contract documents in PDF or Word whenever a client submits a service request form.
Event Registrations
Turn event sign-up form entries into attendee badges or confirmation letters using Documentero templates.
Job Applications
Create applicant summary files in .docx or .pdf each time a candidate submits a job application form.
Purchase Orders
Automatically build purchase order documents from vendor request forms submitted through Zoho Forms.
Survey Reports
Compile survey responses into structured Excel or PDF reports right after each form submission.
Setup Guides
Zapier Tutorial: Integrate Zoho Forms with Documentero
- Create a new Zap in Zapier.
- Add Zoho Forms to the zap and choose one of the triggers (Watch Form 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 Zoho Forms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Forms with Documentero
- Create a new scenario in Make.
- Add Zoho Forms to the scenario and choose one of the triggers (Watch Form 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 Zoho Forms trigger.
- Run or schedule your scenario and verify the output.
