Create Excel and PDF documents from JotForm in Power Automate

Create a new Process

Go to the Processes section in your Plumsail account.

Click on the Add process button.

Set the Process name. As we’re going to generate the PDF calculation from an Excel template, select XLSX for the template type.

Configure a template

Once you’re done with the first step Create Process, press the Next button, and you’ll proceed to the next step – Configure Template.

It includes two substeps:

• Editor,

• Settings.

In Editor, you can compose the template from scratch or upload a pre-made one. It’s also possible to modify the uploaded template online.

Feel free to download the loan calculation template that we have already prepared:

Then upload it to the process.

Test template

To check how the document will look at the end, click on the Test template button.

You will see the dialog where you can fill in the auto-generated testing form. Form fields are created based on tokens from your document template. You can adjust the look of the testing form by changing token types.

It’s testing. We’re going to apply the data from the webform to our template.

Once you’ve tested the template, press Save & Next to proceed further—to the Settings substep.

Here, please:

• switch to an active mode to remove Plumsail watermarks from resulting documents,

• fill in the name of the result file,

• select PDF format for the output file,

• protect the result PDF if you wish.

Once you’ve customized all the settings, you can test the template to see the result as we did it before.

When everything is done here, click on Save & Next to set up deliveries.

Delivery

The next step is delivery. For demonstrating purposes, we’ll store the result file in OneDrive. But there are other options.

Just set the folder’s name where the ready document will be saved.

You can configure as many deliveries as you need.

Start the Process

We will start our Process from Power Automate (Microsoft Flow).

Form is submitted

We need to start the Flow every time somebody submits a request for the loan calculation. For that, search for JotForm in Power Automate and add When a response is submitted as a trigger.

If this is your first Flow with JotForm, on this step, sign in to your JotForm Account from MS Flow to use your forms inside Flows.

Then, you’ll need to pick the form you want to track in the dropdown.

Start document generation process

This is the action from the Plumsail Documents connector. This action is suitable for starting the Process of generating documents from a template. You can find more information about this action by visiting this page.

Using the action for the first time, you’ll be asked for a Connection Name and API Key.

You can type any name for the connection. For example, Plumsail Documents.

Then create an API key in your Plumsail Account page, copy and paste it to the API Key field.

The action has two parameters:

Select the process you need from available ones and specify source data in JSON format:

This object contains information from our form. We selected the dynamic content from the output of the When a new response is submitted trigger:

Use the ready document in Flow

You can stop on the step Start document generation process.

The steps described above are enough for generating PDFs from an XSLX template based on the JotForm submission. Your result file will be saved to OneDrive in this case. See how it will look:

But if you need advanced logic, it’s possible to work with the result file right in the Flow.

Here is an example of how you can send the ready document for approval.

Add an action Create an approval from the Approvals connector. Select the output of the previous step for an attachment.