OneDrive + Plumsail Forms + Plumsail Documents
Generate documents with DOCX templates in OneDrive for new Plumsail Forms submissions and add them to OneDrive
Streamline the generation of documents in your company with this Zap. Once active, this integration automatically creates a DOCX file from a template stored in OneDrive whenever a new Plumsail Form submission is received. The files will then be saved in OneDrive, allowing you to easily manage applications, orders, invoices, etc.
Streamline the generation of documents in your company with this Zap. Once active, this integration automatically creates a DOCX file from a template stored in OneDrive whenever a new Plumsail Form submission is received. The files will then be saved in OneDrive, allowing you to easily manage applications, orders, invoices, etc.
- When this happens...New Submission
Triggers when a specific form is submitted.
- automatically do this...Find File
Finds a file by name.
- then do this...Generate Document From DOCX Template
Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
- then do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
- Free forever for core features
- 14 day trial for premium features & apps
