Docamatic Zoho Forms

Generate custom documents from form submissions

When a user completes a survey or form in Zoho Forms, automatically build a document from a template in Docamatic pre-filled with their answers.

Try:

See all Docamatic + Zoho Forms integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Docamatic Explore Docamatic →

Triggers
New note created

Fires when a new note or document is created in Docamatic.

Note updated

Fires when an existing note or document changes in Docamatic.

Document viewed or shared

Fires when a document in Docamatic is viewed or shared with someone.

Actions
Create a document from a template

Generates a new document in Docamatic from a saved template.

Create or append to a note

Creates a note in Docamatic or adds text to an existing one.

Convert a document to PDF

Converts a file in Docamatic to PDF.

Publish or share a document

Publishes a document from Docamatic or shares it by link.

Zoho Forms Explore Zoho Forms →

Triggers
New form response

Fires when a form is submitted in Zoho Forms.

Survey completed

Fires when a respondent finishes a survey in Zoho Forms.

Response updated

Fires when an existing response is edited in Zoho Forms.

Actions
Create or update form

Creates or updates a form or survey in Zoho Forms.

Retrieve a response

Looks up a specific form response in Zoho Forms.

Add a respondent

Adds a respondent or contact to a form in Zoho Forms.

Send contracts for signature upon survey completion When a client submits a completed response in Zoho Forms, send a signature request in Docamatic using the submitted details. See details
Append form answers to ongoing project notes When a form response is updated in Zoho Forms, append the new information directly to an existing note in Docamatic. See details

See all Docamatic + Zoho Forms integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between Docamatic and Zoho Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Docamatic and Zoho Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Docamatic and Zoho Forms work together to automate document creation?

When clients complete forms in Zoho Forms, their submitted information instantly populates structured notes or custom templates in Docamatic for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in Docamatic, you can automatically update respondent information in Zoho Forms.

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