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October 10, 2018

Instantly Convert Files Uploaded to Typeform into PDF Documents

Using a form tool like Typeform to collect information from your customers can be a big time-saver. Easily embed Typeform into your website, and you’ll never have troubles getting information from your customers again.

Add WebMerge to your workflow, and you can easily populate documents with data from Typeform, as well as convert files to PDF or combine them all into one file. For this example, we’re going to show you how to take a file that is uploaded to Typeform and convert it to a PDF.

To help with the integration between Typeform and WebMerge, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to set up a new Zap.  For our Trigger, we’re going to choose Typeform as the app, then New Entry as the trigger.

Once you authenticate your Zapier account and connect the Zap to your form, Zapier is going to load a test entry to make sure everything is working correctly.  Follow those steps and continue.

Next, we’re going to set up the Action of our Zap. For the app, choose WebMerge, then select Convert File to PDF as the action.

Once you authenticate your WebMerge account, Zapier will allow you to select the file from the Typeform that you want to convert. Choose the file field from your form.

Lastly, we need to save this PDF file, so we are going to add another action and choose Google Drive as the app. We’ll then be able to upload the file generated in the WebMerge step directly to a folder in Google Drive.

Once you have your Zap finished, go ahead and turn it on, and it’s time for a test! Open up your Typeform, fill out a new entry, and upload a Word document file. When you submit the entry, the file will be converted to a PDF and saved in Google Drive.

Here’s what our PDF file looked like:

Congrats, you’re all finished! You can now easily convert files uploaded to Typeform to a PDF.  Can you think of any other ways you could use WebMerge to simplify your paperwork process?

4 min read

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