GUIDE: Turning Responses Into PDFs

Question: Is there a way to download the SmartForm AI Response in PDF format?

Answer:

Yes! You can accomplish this by utilizing the Formwise webhook response feature in combination with Zapier to automate the process. Follow these steps:

Steps to Convert SmartForm AI Response to PDF:

1. Enable Webhook Response in Formwise:

   • Go to your Formwise settings.

   • Enable the webhook response feature.

   • Configure the webhook to send the form response data to Zapier.

2. Set Up a Zapier Webhook:

   • Create a new Zap in Zapier.

   • Choose Webhook as the trigger.

   • Select Catch Hook and retrieve the data from Formwise.

3. Map the Response to a Google Doc:

   • Add an action in Zapier to create a new Google Doc.

   • Map the webhook response data to populate the document.

4. Convert Google Doc to PDF:

   • Add another Zapier action to convert the Google Doc to a PDF file.

   • Use the "Google Drive – Create File" or "Google Docs – Export as PDF" action.

5. Deliver or Save the PDF:

   • You can choose to send the generated PDF via email, upload it to Google Drive, or integrate it with another service.

Alternative Methods:

• Manual Method: If you don’t want to use Zapier, you can manually copy responses to a Google Doc and download it as a PDF.

• Third-Party Automation Tools: Platforms like Make (formerly Integromat) can be used as an alternative to Zapier for automation.

Need More Help?

If you need assistance with setting up webhooks, Zapier, or PDF automation, feel free to contact our support team or refer to our step-by-step guides.