Building online forms for your Wordpress website can be difficult, but with a tool like WPForms, that process is so easy!  You can build online forms for your website in minutes, all without any coding or developer skills.

Integrate Formstack Documents with your WPForms and you can instantly populate all kinds of documents with data from your online forms, like contracts, invoices, quotes, and more.  You’ll never have to copy & paste data into a template again!

In this example, we’re going to show you how to automatically generate a receipt for an order placed through WPForms.  We’ll automatically take the customer/order information, and populate our receipt template, then email it directly to the customer.

To get started, we’re going to set up the template for our receipt using a Word document.  Inside Word, we’re going to add our boilerplate information like our logo, contact info, and then for the spots that we want to insert our customer/order info, we’re going to use merge fields that look like {$Name}, {$Address}, {$Product}, etc. 

You can name these merge fields anything you’d like, but no spaces or special characters.

Here’s what our receipt template looks like:

Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, select Office Document as the document type and then pick the file from your computer.

After you have uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and we’ll include the Order ID in the name of the generated file.

Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to our customer.  From the Deliver tab, click the Edit button under the default email delivery.  For the “To” address, we’re going to use a merge field for the customer’s email address.

If you don’t have a merge field in your document for the email address, choose <<Other>> from the dropdown, then enter something like {$Email} in the box.

Feel free to edit the other settings of the email delivery – you can use merge fields in any of those boxes.

Once you have updated your email delivery, we are done with the setup process in Formstack Documents and we’re ready to integrate with our order form.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to set up a New Zap.  For the trigger, we’re going to choose WPForms as the app and then New Form Entry as the trigger.

Once you authenticate your WPForms account, go ahead and pick the form that you want to trigger the merge.

Next, we’re going to set up the Action of our Zap.  For the app, choose WebMerge and then Create Document Merge as the action.

Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account.  Go ahead and pick the receipt document that you just set up and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you’ll need to select the associated field from your WPForm.  This tells Zapier how to send the form data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Now, go submit a new entry to your WPForm, then Zapier will send that form data over to Formstack Documents and your receipt will be generated.

Here’s what our merged receipt looked like ready for the customer:

Congrats, you’re all done!  You can now instantly populate all types of documents with data from your WPForms.  Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?

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