1.Detect new form entry
Integrate WPForms and submission intake tools to capture new nomination entries and trigger PDF creation.
Create nomination PDF from form submission and store
Automatically monitor new form entries from WPForms across document processing tools and workflows. Create and update nomination PDFs by generating a file when form entry submitted, nominee name entered, or consent checkedβso you can standardize filenames, place PDFs in mapped folders, and share links without manual paperwork.
How this automation creates nomination PDFs
When new form entries arrive, coordinators face delays from manual document creation and inconsistent formatting. This automation capitalizes nominee names, generates A4 PDFs from your submission data, and uploads each PDF to the correct folderβso your team can access nominations immediately.
WPFormsor swap with your favorite app
2.Capitalizes nominee name
Integrate Formatter by Zapier and naming rules to format nominee names for consistent filenames and folder lookups.
Formatter by Zapieror swap with your favorite app
3.Looks up folder mapping
Integrate Zapier Tables and record lookup to find the mapped folder reference and fall back to a default.
Zapier Tablesor swap with your favorite app
4.Generates PDF from HTML
Integrate PDF.co and html template tools to convert nomination fields into an A4 portrait PDF with the nominee title.
PDF.coor swap with your favorite app
5.Uploads PDF and saves URL
Integrate Google Drive and file storage to upload each PDF to the resolved folder and save the file URL.
Google Driveor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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