Document automation for Salesforce

Your templates, turned into rule-driven workflows.

DocupletionForms reads your fill-in-the-blank documents, builds the intake that collects what they need, and applies your rules to decide which documents apply. Form data syncs into Salesforce, and the completed PDF packet is generated and delivered back onto the record — your system of record throughout.

The selection and merge are deterministic: the same inputs produce the same documents, every time.

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What it does

From one submission to a full set of documents

Connect your forms to Salesforce, create or update leads and contacts from each submission, and turn that same submission into a complete, merged document set delivered back onto the matching record — mapped once, then repeatable on every run.

Form-to-Salesforce automationSubmitted form data flows straight into your Salesforce account, with no manual re-entry.
Create or update recordsInsert new records or update existing ones — matched by email — across the standard objects your process touches.
One intake, a full document setA single submission generates every document the case needs, selected and merged from one set of answers.
PDFs back into SalesforceCompleted PDF documents are sent into Salesforce through the Salesforce API and attached to the matching record.
Field and template mappingMap form fields to your Salesforce object fields and to the right place in each document template.
Conditional logicAdd data or produce a document only when your conditions are met.

Supported objects Leads Contacts Accounts Opportunities Cases Tasks

Deterministic by design.

Document selection and merge run on fixed rules, not AI. The same submission always produces the same documents — the basis for set-it-and-forget-it reliability.

Requires: the Salesforce REST API enabled on an edition that supports API access. Standard objects connect natively; custom objects and other Salesforce data flow in through Zapier.

Try it

Two ways in

Start a free trial to build live workflows — or, if you're an affiliate, request not-for-resale access to explore the full product.

Free trial

Start a free trial

Create your account and start building live document workflows right away.

Affiliates · NFR

Affiliate evaluation access

Not for resale — free access for affiliates to explore and tinker with the full product. Sign up with the same email you use for the affiliate program.

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For consultants

Implementing this for clients?

If you're a Salesforce, nonprofit, or automation consultant, there's a page written specifically for you.

Consultants

DocupletionForms for Salesforce consultants

How conditional intake becomes a deterministic, multi-document packet routed back into Salesforce — plus free NFR access to build, test, and demo client workflows before you bring it into client conversations.

Visit the consultant page

Set it up

Docs and integrations

Read the documentation, then connect DocupletionForms to your stack — no-code automation or real-time webhooks.

Documentation

Read the documentation

Step-by-step guides for setup, preparing templates, writing workflow rules, and the full API reference. Start here to understand how the pieces fit together.

Open the docs

No-code automation

Connect with Zapier

Wire DocupletionForms into thousands of apps without writing code. Bring Salesforce data in — including custom objects — kick off workflows from the tools you already use, and send completed documents wherever they need to go.

View the Zapier integration

Real-time events

Subscribe to webhooks

Get notified the moment a document is generated, a workflow finishes, or a status changes, so your own systems stay in sync without polling.

See webhook events