Integrate your Formstack Documents with WPForms to easily build online forms for your WordPress website without coding to generate documents like receipts, contracts, invoices, and quotes. Here's how!
Set up Document
Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer information.
Customize the template with a table to show line items in the customers' orders. Use a comma-separated list for the line items like {$names = explode(“,”, $names)}.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the Order ID in the file name.
Step 4: Pick how you want it delivered like emailing it to your customer. In that case, in the "To Address" use the merge field for the customer's email address.
If you don’t have a merge field in your document for the email address, choose <
Connect to WPForms
After you have updated your delivery, set up the process inside Zapier to integrate with WPForms.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, settings choose WPForms as the service and New Form Entry as the trigger.
Step 3: Authenticate your WPForms account and choose the form you want to trigger the merge.
Step 4: Choose Formstack Documents as the Action of the Zap.
Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.
Step 6: Pick the corresponding fields from WPForms into the merge fields of your document.
Step 7: Once fields are matched, save your new Zap to turn the integration on.
Moving forward, submissions on your WordPress site will send data over to your Formstack Document and then an emailed receipt will be sent to your customer.