Generate PDF from Plumsail Form with MS Power Automate, Zapier, or Plumsail Documents

MS Power Automate

Create Word template

To generate PDF document, the easiest option is to create a Word template file first. For this, you will need desktop version of Microsoft Word.

First, you need to activate the Developer tab in the ribbon. Click File -> Options, select Customize Ribbon in dialog and activate the Developer tab in the right column:

Customize Ribbon

Go to the Developer tab. With it, you can select any part of your text, for example, the Title and select them as Plain Text content control:

Plain Text content control

These sections can then be populated via a flow. Upload templates to a cloud storage (such as OneDrive) in order to use in your processes.

Launch flow

Generate PDF file when someone submits Plumsail Form with MS Power Automate, Word Online (Business) and SharePoint connector.

Create Word and PDF file when Plumsail form is submitted

Zapier

Generate PDF file when someone submits Plumsail Form with Zapier.

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