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:
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:
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.
Other options
You can also use Plumsail Documents with Power Automate to create PDF files from template.
Recommended templates:
Create Word and PDF documents from Plumsail Forms
Examples
Zapier
Generate PDF file when someone submits Plumsail Form with Zapier.
Recommended templates:
Plumsail Documents
Alternatively, use Plumsail Documents to create PDF files from template - no need to create flows or zaps.