Cognito Forms integration with Plumsail Documents
How to Create Plumsail Documents from new Cognito Forms submissions
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 "Create Plumsail Documents from new Cognito Forms submissions" 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 Plumsail Documents integrations
Plumsail Documents actions
Nekton can use any feature that is available in Plumsail Documents API.
Using our advanced AI, you can easily create custom automations for Plumsail Documents.
Here are some typical actions you can do in your automated workflows.
Start Process
Start the process and return generated document.
Process Finished
Trigger when a process finished.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.