Cognito Forms integration with DocMerger
How to Upload DocMerger documents from new Cognito Forms entries to Google Drive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Upload DocMerger documents from new Cognito Forms entries to Google Drive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DocMerger integrations
DocMerger actions
Nekton can use any feature that is available in DocMerger API.
Using our advanced AI, you can easily create custom automations for DocMerger.
Here are some typical actions you can do in your automated workflows.
Create Document
Create a new document using an existing template
About DocMerger
Merge and Create PDF and Word Documents on the fly using templates.