Cognito Forms + Formstack Documents

Extract field values from pdfs in Formstack Documents for new entries in Cognito Forms

Easily manage your form submissions and document generation with this efficient workflow. When a new entry is submitted in your Cognito Forms, specific field values are extracted and seamlessly integrated into your Formstack Documents, streamlining your data processing. This automation saves you valuable time, ensuring accurate and up-to-date documentation.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Extract Field Values From PDF
Extracts the field values from the given PDF file.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write

- DocumentRequired
- Download File
Action
Write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

Related categories

Forms & Surveys

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About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more