With our Formstack Documents integration (formerly WebMerge,) you can easily create PDF documents on the fly from your form submissions and email them to yourself or your customers.
This could come in handy for a number of things. For example, you could use this integration if you want to create a nice looking ticket for an event or if you are accepting an online application that needs to be printed and signed.
To add the Formstack Documents integration to your form, go to Settings > Integration > Documents and then click the Add button next to Formstack Documents. The integration will be added below the Integrations tab where you can begin adding yourFormstack Documents credentials.
If you do not have a Formstack Documents account:
Click "Start Free Trial" button. This will redirect toFormstack Documents and then back to Formstack. It will import the form into a Formstack Documents document and automatically set up the Formstack integration settings.
Select the document from the drop-down that you would like to integrate with your form. This will automatically load the fields from the document.
For each of the fields in the document that you would like to fill, select the matching field on your form from the drop-down next to the name. At the bottom of the Document Fields, you will also notice a Custom Fields section. This is useful if you want to send over information that is not in your document. For example, if you collect an email address on your form but don't put that email address in your PDF, you would need to send the email address separately.
If you already have a Formstack Documents account:
Click "Login to Formstack Documents." Then enter your Formstack Documents API Key and API Secret (obtain from your account at http://www.webmerge.me/manage/account.php?page=api) and click Continue.
If you have implemented the Formstack Documents integration at least once, your API Key and API Secret will automatically populate.
From here, there are two options for document creation:
If you have a document built in Formstack Documents, click "Choose document" This will show the rest of the integration settings so you can select the document you want to use
If you need to create a new document in Formstack Documents, click "Create new document using this form" button. This will auto-create a document in Formstack Documents with your form HTML and setup the integration, auto-mapping all the fields.
This option can be used to automatically send incoming data to multiple documents in your account. You can even define specific conditions (based on logic) that determine which documents to run. To use this, you will first need to create a Data Route in your Formstack Documents account and then define your Rules and Settings in Formstack Documents. This will determine how and where the data submitted in the forms will populate the data in your Formstack Documents files.
Note: Data Route rules in Formstack Documents are different from the Data routing rules on the forms.
You can choose to be alerted if and when the Formstack Documents integration fails. Enter one email address per line and if something goes wrong upon submission you will receive an email letting you know!
Re-Running the Integration
If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.