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Create Word and PDF documents with Plumsail from Cognito Forms data

Create Word and PDF documents with Plumsail from Cognito Forms data

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Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

OneDrive
Copy a File

Copies a file into new folder location.

Action
OneDrive
Create a Folder

Creates a new folder.

Action
Cognito Forms
Create entry

Creates a new entry.

Action
OneDrive
Delete a File/Folder

Deletes a file or folder.

Action
Cognito Forms
Delete entry

Deletes an entry.

Action
OneDrive
Download a File

Downloads a specified file.

Action
OneDrive
Get a File

Gets the metadata of a specified file.

Action
OneDrive
Get a Share Link

Gets a new share link for a specified file.

Action
Cognito Forms
Get document

Gets an entry document.

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Create Word and PDF documents with Plumsail from Cognito Forms data | Make