Forms to Sheets & CRM · Lead Capture

Turn each submission into a PDF and email it to the respondent

Every submission is rendered through your PDF template and emailed back — a professional record of what was submitted.

Form Builder

PDF Builder Email

Email

~5 min setup used by 1.1k sites

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Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Form Builder → PDF Builder → Email

3 steps

TRIGGER

Form Builder · New Form Submission

The workflow starts automatically when whenever the selected FlowMattic form receives a new submission. Every field value is exposed as a workflow variable in Form Builder. FlowMattic captures that data for the steps below.

ACTION

PDF Builder · Generate PDF from Template

PDF Builder — pick a saved PDF template, supply dynamic data (as JSON or per-parameter inputs), and save the rendered PDF to the Media Library. Data is mapped from earlier steps; connect your PDF Builder account on import.

ACTION

Email · Send Email

Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.

Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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