Generate custom documents from form submissions

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

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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.

Plumsail Forms Explore Plumsail Forms →

Triggers

New form response

Fires when a form is submitted in Plumsail Forms.

Survey completed

Fires when a respondent finishes a survey in Plumsail Forms.

Response updated

Fires when an existing response is edited in Plumsail Forms.

Actions

Create or update form

Creates or updates a form or survey in Plumsail Forms.

Retrieve a response

Looks up a specific form response in Plumsail Forms.

Add a respondent

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

SignHero Explore SignHero →

Triggers

New note created

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

Note updated

Fires when an existing note or document changes in SignHero.

Document sent for signature

Fires when a document in SignHero is sent out for signature.

Actions

Create a document from a template

Generates a new document in SignHero from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in SignHero to PDF.

Send a document for signature

Sends a document from SignHero out for signature.

Send contracts for signature upon survey completion When a client submits a completed response in Plumsail Forms, send a signature request in SignHero using the submitted details. See details

Append form answers to ongoing project notes When a form response is updated in Plumsail Forms, append the new information directly to an existing note in SignHero. See details

See all Plumsail Forms + SignHero integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between Plumsail Forms and SignHero?

Yes — describe it in the box above and Knit's Integrations Agent researches Plumsail Forms and SignHero'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 SignHero and Plumsail Forms work together to automate document creation?

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

Can signature events update survey records?

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