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Create Word and PDF documents with Plumsail from Cognito Forms data

Make.comMake.com6 modulesv1.0
Google DriveDropbox

Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.

At a glance

Create Word and PDF documents with Plumsail from Cognito Forms data is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Google Drive, Dropbox. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
Google Drive, Dropbox
Modules
6
Price
Free
Version
v1.0

About this workflow

Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

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  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

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₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
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