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Download the full DocupletionForms Zapier Integration specification (PDF)

DocupletionForms Zapier Integration

Connect DocupletionForms to 5,000+ Apps with Zapier

Automatically send form submissions and merged PDF documents from DocupletionForms into your CRM, email tools,
project boards, cloud storage, and more — without writing code.

  • Real-time triggers
  • No-code workflows
  • PDF merge automation
  • Secure data handling

Connect DocupletionForms in Zapier


Find your DocupletionForms API key

What the Integration Does

The DocupletionForms Zapier integration lets you create automated workflows (“Zaps”) that react whenever your forms
are submitted or whenever a merged PDF document is created in your account.

  • Trigger a Zap when a selected DocupletionForms form receives a new submission.
  • Trigger a Zap when a configured merged document (PDF) is generated from a submission.
  • Send full submission or document data to thousands of apps in the Zapier ecosystem.
  • Handle files (like merged PDFs) as Zapier file objects for use in later steps.

Perfect For

  • Law firms & legal ops teams
  • Professional services & agencies
  • Nonprofits & education
  • Sales, support, and operations teams

Any time you’re manually copying information from a form submission into another system, this integration can automate it for you.

DocupletionForms at a Glance

DocupletionForms is a flexible online form builder designed to support real-world business workflows, including
payments and document automation.

Modern Form Builder

Build professional forms with an intuitive, drag-and-drop interface — no coding required.

  • Conditional logic to show or hide fields.
  • Multi-page forms for long or complex flows.
  • File uploads, signatures, and more.

Payments & Signatures

Accept payments and collect approvals in a single workflow.

  • Online payments with leading providers.
  • Electronic signatures on any device.
  • Ideal for retainers, invoices, and fee agreements.

Reporting & Notifications

Turn submissions into actionable data.

  • Custom reports and data exports.
  • Email notifications on completion.
  • Secure forms with passwords and anti-spam options.

Available Zapier Triggers

The current integration is focused on powerful, real-time trigger events. You can combine these with any action
available in Zapier.

Trigger When It Fires Typical Uses
New Form Submitted Fires whenever a new submission is received for a form you select inside Zapier. Add leads to a CRM, send notifications, create tasks, update spreadsheets, onboard clients, etc.
New Merged Document Fires whenever a configured merged document (e.g., a filled PDF) is generated for a submission in the
organization and document you select.		 Archive PDFs to cloud storage, email signed agreements, attach documents to deals or matters, send for internal review, etc.

Note: The current version focuses on triggers. Actions (like creating or updating submissions directly from Zapier)
may be added in future updates.

How the Integration Works (High Level)

Behind the scenes, the integration uses secure, real-time notifications to tell Zapier when something important
happens in your DocupletionForms account.

  1. You connect your DocupletionForms account to Zapier using an API key.
  2. You create a Zap and choose one of the DocupletionForms triggers.
  3. You select which form, organization, or document the trigger should watch.
  4. When the event occurs, Zapier receives the data and passes it into your chosen actions.
  5. If the trigger involves a merged document, the associated file is available to later steps as a file object.

Getting Started in a Few Minutes

1. Prerequisites

  • A Zapier account.
  • A DocupletionForms account.
  • Your DocupletionForms API key (found under User Settings → API in the app).

2. Connect DocupletionForms to Zapier

  1. In Zapier, go to My Apps.
  2. Search for DocupletionForms and select it.
  3. Click Connect (or “Connect a new account”).
  4. Paste in your DocupletionForms API key when prompted.
  5. Zapier will test the connection and save it for future Zaps.

3. Create Your First Zap with “New Form Submitted”

  1. Click Create Zap in Zapier.
  2. For the trigger app, choose DocupletionForms.
  3. Select the New Form Submitted trigger event.
  4. Choose your connected DocupletionForms account.
  5. Use the dropdown to select which form you want Zapier to monitor (pulled dynamically from your account).
  6. Click Test trigger to load a recent submission (if available).
  7. For the action step, choose any app (e.g., Google Sheets, Slack, your CRM) and map your form fields.
  8. Test the Zap, then turn it on.

4. Create a Zap with “New Merged Document”

  1. Create a new Zap and set the trigger app to DocupletionForms.
  2. Choose the New Merged Document trigger event.
  3. Select your DocupletionForms account.
  4. Use the dropdown to select the Organization you want to monitor.
  5. Select the specific Document (a particular merged PDF configuration) to watch.
  6. Test the trigger to pull in a sample merged document.
  7. In the action steps, store the file in cloud storage, attach it to a record, or email it to a client.

Working with Merged Documents & Files

When you use the New Merged Document trigger, Zapier receives both metadata about the merged
document and a file object that can be used in later steps.

  • Use the file field from the trigger step to upload PDFs into apps like Google Drive, OneDrive, Dropbox, or SharePoint.
  • Attach the file to CRM records, tickets, or tasks that support file uploads.
  • Include the file as an attachment in email steps sent via Gmail, Outlook, or other email providers.

The integration is designed so that files are only fetched when a Zap step actually needs them, helping optimize
performance and resource usage.

Popular Automation Examples

Send New Leads to Your CRM

When a prospect fills out a consultation or intake form:

  • Create or update a contact in your CRM.
  • Open a new opportunity, matter, or deal.
  • Notify your team in Slack or Microsoft Teams.

Log Submissions to Spreadsheets

Keep a live, structured record of all form submissions:

  • Add each submission as a new row in Google Sheets or Excel Online.
  • Use spreadsheet formulas and filters for tracking and reporting.
  • Connect the sheet to BI tools for dashboards.

Archive & Deliver Merged PDFs

When DocupletionForms generates a merged PDF:

  • Save the file to a designated folder in your document system.
  • Attach it to the related contact, case, or matter record.
  • Email a copy to the client and to an internal address for compliance.

Best Practices

Configuration Tips

  • Test before going live: Always use Zapier’s “Test trigger” and “Test action” tools to confirm data looks right.
  • Be specific about forms: Double-check that you’ve selected the intended form or document in the trigger dropdown.
  • Map fields carefully: Review your field mappings whenever you change your forms, so downstream apps keep receiving what they expect.
  • Use separate Zaps: For different forms or significantly different workflows, create separate Zaps to keep things easy to maintain.

Monitoring & Maintenance

  • Enable Zapier notifications: Turn on error notifications so you’ll be alerted if something breaks.
  • Check logs regularly: Use the Zapier task history to troubleshoot unexpected behavior.
  • Review periodically: As your processes evolve, revisit your Zaps to simplify, merge, or split workflows as needed.

Troubleshooting & Support

Common Things to Check

  • Authentication issues: Confirm that you’re using a valid, current API key from the correct DocupletionForms account.
  • No data in test: Make sure the selected form has at least one recent submission, or submit a fresh test entry.
  • Form or document not in dropdown: Confirm it’s active and that your user has access to it inside DocupletionForms, then refresh the dropdown in Zapier.
  • File not appearing in later Zap steps: Ensure you’re using the file field from the trigger step in your action and that the action app supports file attachments.

Where to Get Help

  • DocupletionForms app: Use the in-app help center and contact options for questions about forms, submissions, or document configuration.
  • Zapier help center: Use Zapier’s documentation and support for Zap configuration questions and troubleshooting Zap errors.
  • Activity logs: Always check Zapier’s task history if something doesn’t run as expected.

The DocupletionForms Zapier integration is actively maintained and may receive additional triggers and features over
time. This page describes the current capabilities at a high level, without exposing any private implementation
details.