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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About
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.
Copies a file into new folder location.
Creates a new folder.
Creates a new entry.
Deletes a file or folder.
Deletes an entry.
Downloads a specified file.
Gets the metadata of a specified file.
Gets a new share link for a specified file.
Gets an entry document.
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