How to export responses from Typeform to PDF

Docmosis Cloud is a template-based document generation service that can be used via a REST API.

This article is a step-by-step guide to:

  • creating a Typeform
  • sending data collected by the Typeform to the Docmosis Cloud service using Zapier
  • generating a PDF document with the data

Try the Typeform demo to see how the integration works. Completing and submitting the web form will trigger the generation of a PDF letter, like this:

   a screenshot of the generated pdf   

Download the generated document.

Setting up 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.

Image of a login page to DWS4 Docmosis

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. 

Download the the sample template below. The template is ready to use, without any further changes. Placeholders in template that will be replaced Disclosureform.docx

Step 3: Upload the sample template

Create a new top-level folder to help organize your templates. In this case the folder is named Typeform.

Upload the Disclosureform.docx template to the new folder.

Upload document automation Template into Docmosis Cloud console

 

Step 4: Get 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.

Setting up Typeform

Step 5: Build a new form in Typeform.

Log in to Typeform.

Create a new Disclourse form like this one

In the workspace, modify a form template or create a new form, follow the My first Typeform - guide to customize your form.

Backend of Typeform form for automated document generation

Configure Zapier 

Step 6: Set up a Zap with Typeform as the trigger 

Log in to Zapier. Click on any of the "Create Zap" buttons. 

Click on trigger step then search and select Typeform as trigger from the "Change trigger" pop-up.

  • In the "App & event" section choose "New Entry" as Event.
  • In the "Account" section authenticate your Typeform account
  • Choose the desired form in the "Trigger" section
  • "Test" to see the form fields populated as data

Choose New Submission as Event  

Step 7: Configure Docmosis as a 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

Select Generate Document as a Event in Docmosis Zapier app

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.

Connect your Docmosis Account to Zapier for automated document generation via TypeformThis will open a new authentication window, where you must

Choose the version of Docmosis Cloud console to generate documents Typeform from

 Step 9: Fetch template 

 In the "Action" section, fetch the template by providing

  • Processing Location
  • template Name

Docmosis Cloud service requires a Output filename and data for Placeholders to generate a document.

Note: Output filename must include an extension i.,e ".pdf" or ".docx", this determines the format of the generated document.

Specify name of the document to be generated automatically.

Step 10: Map the form fields to the Docmosis Placeholders

To map form submission data with Docmosis Placeholders, simply select the desired form field from the dropdown list. 

Note: The Docmosis placeholders are automatically populated once template is selected. The Typeform fields are shown as a dropdown list when the "Enter text or insert data" box is clicked. 

   Map Typeform in Docmosis to generate a pdf

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, subject and body of email in the corresponding fields.

Note: From a Docmosis Cloud Free Trail account emails can only be sent to the Docmosis account Admin(s).

Set up email delivery of pdf generated

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.

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All Integrations

Docmosis integrates with third-party platforms via a REST API, enabling automated document generation from tools like Zapier, Airtable, Google Sheets, TypeForm and other no/low code platforms.