Docmosis Cloud is a template-based document generation service that can be used as an action in Zapier automations.
This article is a step-by-step guide to:
- create a HubSpot form with a landing page.
- send data, collected by the form, to the Docmosis Cloud service using Zapier
- generate a custom PDF document with the data
To see how it works, try HubSpot document generation demo.
Completing and submitting the web form will trigger the generation of a PDF, like this one:
Download the generated document
Configure Docmosis
Step 1: Login to the Cloud console
If you don't already have a Cloud account, you can sign up for a free trial here.
Once you have an account, log in to the Cloud console.
Step 2: Download the sample template
Docmosis templates are ordinary Microsoft Word documents, with special placeholders that Docmosis replaces with data when it generates the document.
Click on the image or link below, to download the sample template: InformationKit.docx.
The template is ready to use, without any further changes.
Step 3: Upload the template
Create a new top-level folder, for storing the sample template. In our example, we have named the new folder HubSpot.
Upload the InformationKit.docx template to the HubSpot folder in the Cloud console.
Step 4: Find the Docmosis Cloud access key and API URL
You will need your access key and URL when setting up the call to Docmosis Cloud in Zapier. Copy these to an editor such as Notepad, to be used later.
Note: In this example, we used the US (Oregon) processing location in the Docmosis Cloud service, for storing the template and generating the document. You can use your default processing location, when following this example.
Build a HubSpot Form
Step 5: Set up a HubSpot form
Log in to Hubspot CRM.
In Marketing dropdown menu pick forms to build a form, follow the create form guide to customize your form.
We created an example lead generation form as part of our HubSpot document generation demo.
Configure Zapier for automated document generation
Step 6: Create a new Zap with the HubSpot form as the trigger
Log in to Zapier.
Click on any of the "Create Zap" buttons.
Click on trigger step then search and select HubSpot from the "Change trigger" pop-up.
To set up the trigger :
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In the "App & event" section choose "New Form submission" as Event
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In the "Account" section authenticate your HubSpot and choose an account.
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Choose the desired form in the "Trigger" section
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"Test" to see the form fields populated as data
Step 7: Setup Docmosis as an action.
Click on the Action section, then search and select Docmosis in the "Change action" pop-up.
In the "App & event" section, Select "Generate a Document" as Event. then click continue
Step 8 : Connect your Docmosis Cloud account to Zapier
To connect Docmosis with Zapier, first click on the "Sign in" button located in the "Account" section.
This will open a new authentication window, where you must
- Choose the version of Docmosis Cloud service you are using.
- Enter your access Key (from Step 4 above)
Step 9: Select a template
To select a template you must
- Choose the processing location you are using.
- Select the template from the drop down list.
Step 10 : Map the form fields to the template fields.
In the "Action" section,
- Output filename must be specified and should include a file format extension (eg: ".pdf" or ".docx") . The file format extension determines the format of the generated document.
- To map form submission data with template placeholders, simply select the desired form field from the dropdown list.
Note: The template placeholders are automatically populated once the template is selected. The HubSpot form fields are shown as a dropdown list when the "Enter text or insert data" box is clicked.
Step 11: Set up a email delivery.
This is the easiest way to confirm that all settings are correct. Later on you can add more steps to your Zap to perform further actions with the document.
To setup email delivery enter the email address, subject and body of email in the corresponding fields.
Note: During a free trail, emails can only be sent to users in the Docmosis Cloud account that have an "Admin" role.
Step 12: Test the Zap.
Check your email. The generated document will arrive in the email as an attachment.
That's it! Publish the Zap and every time the form is completed you will receive a generated document.
