Integrate your Formstack Documents with Formidable, a WordPress form builder, to collect information from form submissions and populate a document. 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 captured data to send an invoice or order receipt, for example.
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 Formidable
After you have updated your delivery, set up the process inside Zapier to integrate with Formidable.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, settings choose Formidable as the service and New Entry as the trigger.
Step 3: Authenticate your Formidable 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 Formidable 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 through your Formidable form will send data over to your Formstack Document and then an emailed receipt will be sent to your customer.