Create new documents from a template in Plumsail Documents from new submissions in Jotform - Make Workflow | Neura Market

    Create new documents from a template in Plumsail Documents from new submissions in Jotform

    Every time a new submission is created in Jotform, a new document will be instantly created from a template in Plumsail Documents. Your Jotform is expected to have these custom fields: Name, Surname. If you dont have these custom fields in your Jotform, you will need to either create them or map different existing custom fields relevant to you. his template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@plumsail.com.

    Platform
    Make
    Category
    File & Document Management
    Price
    Free
    Creator
    Fred Garcia
    • automation
    • make
    • jotform
    • plumsail-documents
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    How to import this workflow into Make

    1. 1Purchase or download the workflow to get the Make blueprint JSON file.
    2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
    3. 3Reconnect each module to your own app connections when prompted.
    4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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