Jotform + OneDrive + Plumsail Documents

Create Word and PDF documents from new Jotform submissions with Plumsail Documents and upload them to OneDrive

Automate the generation of documents in your company: create a DOCX or PDF file from a template using Plumsail Documents when a new Jotform form is submitted. 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.

Automate the generation of documents in your company: create a DOCX or PDF file from a template using Plumsail Documents when a new Jotform form is submitted. 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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this...
    OneDriveOneDrive
    Find File

    Finds a file by name.

    ActionSearch
  3. then do this...
    Plumsail DocumentsPlumsail Documents
    Generate Document From DOCX Template

    Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

    ActionWrite
  4. then do this!
    OneDriveOneDrive
    Upload File

    Upload an existing file or attachment not bigger than 60 MB.

    ActionWrite
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Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

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  • Forms & Surveys

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onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
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  • File Management & Storage
  • Microsoft

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plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents