Zapier Quickstart Guide

Clone "Service Request Confirmation" Template

Clone the "Service Request Confirmation" template into your Documint account by clicking the button below.

Clone "Service Request Confirmation" Template

Clone Form

Clone the form below into your Google account by clicking the button below.

Clone "Service Request" Form

Now, add some data so you can test the document generation.

Clone Zap

Clone Zap into your Zapier account by clicking the button below.

Clone "Documint Quickstart Guide" Zap

Setting up the trigger

The form is now in your Google account, and we need to add it to the trigger. When you clone the Zap, we must set this up.

The Setup pop-up for the trigger will require you to connect your Google account. Once it's done, click Continue

Now, choose the form from the dropdown and continue

Lastly, let's test the step with a record

Connect Zapier & Documint

When setting up the action to create the document, you'll need to sign in to Documint.

When you go to Select Account, a page will show up to paste an API key.

To get the API key, go to the Integration Settings in Documint and create an API key. Don't forget to copy it.

Now, paste it in Zapier, and let's configure it

In the configure step, select the template. The template fields will show up for you to relate to the question in the form.

With that done, let's test the step

Voilá!

Generate Document

To check the generated document, go to Data out and copy this URL. Open it in a new tab, and you will see the document you have just created!

We suggest you add another action to the Zap to store the PDF generated. The PDF URL only lasts for a few hours. So, feel free to connect the cloud service you use, and that's it.

You are all set! 🎉