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Docupilot + Gravity Forms

Create documents in Docupilot from new Gravity Forms submissions

Save time and streamline your document generation process with this workflow. When a form is submitted in Gravity Forms, a new document will be created in Docupilot, using the provided data. This automation ensures your documents are consistently formatted and eliminates manual data entry, allowing you to focus on more important tasks.

Save time and streamline your document generation process with this workflow. When a form is submitted in Gravity Forms, a new document will be created in Docupilot, using the provided data. This automation ensures your documents are consistently formatted and eliminates manual data entry, allowing you to focus on more important tasks.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    DocupilotDocupilot
    Create Document

    Creates a new document from a specified template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • FormRequired

    Action
    Write
    • DocumentRequired

    • Provide Download URL Link?

    Action
    Write
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About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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Related categories

  • Documents
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