An automated workflow using integromat
Connects Typeform + Docupilot
Create a personalized contract with Docupilot from new Typeform submissions
About this workflow template
This automation scenario allows you to connect Typeform and Docupilot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Typeform and Docupilot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Typeform
Watch Responses in Typeform
Triggers when a new response is submitted.
Then this action happens in Docupilot
Create a Document in Docupilot
Create document from selected template
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a personalized contract with Docupilot from new Typeform submissions.
Part I
Configure Applications
First, we need to connect Typeform and Docupilot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Typeform to Make.com.
Give Make.com access to your Typeform account, using Typeform credentials.
Connect Docupilot to Make.com.
Give Make.com access to your Docupilot account, using Docupilot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Typeform
Choose the following trigger: Watch Responses (Triggers when a new response is submitted.).
Then set up an Action for Docupilot
Choose this action: Create a Document (Create document from selected template).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform and Docupilot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a personalized contract with Docupilot from new Typeform submissions!
Related Automation Templates
Supported triggers and actions
New submission
New submission
triggerbypipedreamNew entry
Triggers when a form is submitted.
triggerbyzapierpabbly-connectWatch responses
Triggers when a new response is submitted.
triggerbyintegromatList forms
Get list of all the forms.
triggerbyzapierintegromatpipedreamNew response in a form
This trigger fires every time a form receives a new response.
triggerbyiftttForm is submitted
Form is submitted
triggerbyintegrately
Create document
Creates a new document from a specified template.
actionbyzapierintegratelypipedreamCreate a document
Create document from selected template
actionbyintegromatGet all template schema
Retrieve all template tokens.
actionbypabbly-connectAuthentication
Triggers for an authetication.
triggerbyzapierPull all documents
Documents get list.
triggerbyzapier
Apps you need
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
