Automate Document Creation from Jotform Submissions with Plumsail and OneDrive
Streamline your document generation process by automatically creating DOCX and PDF files from Jotform submissions using Plumsail Documents, and storing them in OneDrive.
This workflow automates the creation of documents by taking data from Jotform submissions and applying it to a DOCX template using Plumsail Documents. The generated documents are then converted to PDF and stored in OneDrive. This setup is ideal for generating applications, orders, invoices, and more, and supports integration with other storage platforms like SharePoint, Dropbox, and Google Drive.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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