How to automatically get the PDF for submission into our ERP system?

  • connecthearingmktg
    Asked on July 19, 2019 at 7:30 AM

    I know that it is not part of the API, but is there a way that we can get the PDF for the submission created and sent to a place that our ERP system can get and associate to the submission record.  We have an API getting data and images from the form/submission, but we need to get the PDF for the submission also.

    Ex. send submission PDF to drop box, and then integrate with drop box??

  • jherwin
    Replied on July 19, 2019 at 9:10 AM

    You can include the PDF submission reports in your email notification, please refer to this guide: https://www.jotform.com/help/503-How-to-include-submissions-as-PDF-attachment-in-the-email-notifications

    You can also integrate your form with Google Drive and Dropbox. Once the form is submitted, submission reports as PDF will be automatically sent to Google Drive and DropBox.

    Guide:

    - How-to-Integrate-a-Form-with-Google-Drive

    - Upload-to-Dropbox-with-JotForm