Zapier + Gmail

Send Documents via Gmail & Zapier

Email the documents DocupletionForms generates from a form submission — automatically, through Zapier.

How documents are selected

The number of documents sent — and which ones — is determined by the conditions configured in DocupletionForms, not in Zapier, because the documents generated depend on the responses provided on the form submit. So if an admin wants a Zap to send only one document, they configure the form to generate only that one — or two, or more.

The advantage. Because selection happens in DocupletionForms, documents can be generated conditionally based on each end-user's responses.

The workflow

Form submission → DocupletionForms documents → Gmail.

  1. Submit When a form is submitted, the conditions of both the main configuration and each PDF template are analyzed.
  2. Generate When a template's conditions are met, a document is generated based on that template.
  3. Send URLs The URLs of all documents generated by DocupletionForms are sent to Zapier in the File URL field.
  4. Email Zapier reads the File URL field and checks how it is mapped. If it is mapped to a text field (for example, an email body), the URLs are inserted separated by commas. If it is mapped to a file field (for example, email attachments), the files are downloaded and sent by email.
Zapier New Merged Document step showing one submission generating two documents, with both File URLs and file names ej130.pdf and sc100.pdf passed through.
One submission, multiple documents. Here submission #956 met the conditions for two templates (IDs 24 and 25), so DocupletionForms generated two PDFs — ej130.pdf and sc100.pdf — and passed both of their links in the File URL field to the Zapier step that emails them.

What happens next

Once the Zap is on, every form submission generates its documents in DocupletionForms and hands their URLs to Zapier, which emails them through Gmail — as links in the body or as downloaded attachments, depending on how you map the File URL field. No manual sending, and the right documents go out based on what each end-user submitted.

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