Using an online form tool like FormAssembly can be a great way to improve your data collection processes.  Easily build web forms to collect information from your customers, new prospects, and more.

Integrate Formstack Documents with your FormAssembly forms and you can automatically populate all types of documents with data from your online forms.  Automatically populate contracts, letters, invoices, quotes, and more – you’ll never have to copy and paste again!

In this example, we’re going to show you how you can instantly generate an invoice from an order form built using FormAssembly.  After the order form is submitting, we’ll automatically populate the invoice and email it directly to our customer.

To get started, we’re going to set up the template for our invoice using the online document builder.  From the Documents page in Formstack Documents, click the New Document button then enter a name.  On the next step, pick the Build Your Own option then continue. 

Next, you’ll be taken to the Document Builder where we’re going to set up our template.  We’re going to add our template information (logo, contact info, etc), then for the spots that we want to insert our customer’s information, we’re going to add merge fields that look like {$CustomerName}, {$Address}, etc.

Here’s what our invoice template looks like:

Once you have your template finished, go ahead and save then move on to the Settings tab.  Here, you can modify various settings 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 include the name of our customer in the file name.

Next, we’re going to set up our email delivery so that the invoice is automatically emailed directly to our customer.  Under the Deliver tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to choose the merge field for our customer’s email address (if you don’t have a merge field in your template for the email address, choose <<Other>> from the dropdown and enter something like {$EmailTo}).  Feel free to customize any of the other settings.

Once you’ve saved your email delivery, we are done with the setup process in Formstack Documents and we’re ready to set up the integration inside of FormAssembly.

First, we need to grab the Merge URL of our document to use inside FormAssembly.  Go to the Merge tab and then copy the Merge URL on that page.

Inside FormAssembly, we need to set up an integration to your Formstack Documents document using the HTTP Connector.  Open up your form, then go to the Connectors page and add a new HTTP Connector.

When configuring your HTTP Connector, you’ll want to use your Merge URL for the Remote Script URL and then choose POST as the request method.

For each of the form fields, we need to indicate the name of the merge field (on the right) that corresponds with the form field.  This tells the system how to send the data over to Formstack Documents so that it is populated in the correct spot on our template. 

After you’ve saved your connector, you are done with the setup process and you’re ready for a test!  Go ahead and submit a test submission through your FormAssembly form and that information will automatically be sent over to Formstack Documents and your invoice will be generated.

Here's what our merged invoice looked like:

Congrats, you’re all finished!  You can now instantly generate all kinds of documents from FormAssembly submissions.  Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.