tr Skip to content
Try for Free
My Account Try for Free
Forms to Sheets & CRM · Lead Capture

Route form requests to the right PDF template

A Router reads the requested document type and renders the matching PDF template — quotes and certificates from one intake form.

Gravity FormsGravity Forms RouterRouter PDF BuilderPDF Builder EmailEmail
~12 min setup used by 2.0k sites
Download & Use This Workflow Browse more workflows

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.

Gravity Forms → Router → PDF Builder
6 steps
Gravity Forms
TRIGGER
Gravity Forms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Gravity Forms, capturing its data for the steps below.
Router
LOGIC
Router · 2 paths
The Router checks your conditions and sends each run down the matching path of 2 — Quote, Certificate — so different cases get different actions.
PDF Builder
ACTION
PDF Builder · Generate PDF from Template
On the “Quote” path — 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.
Email
ACTION
Email · Send Email
On the “Quote” path — 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.
PDF Builder
ACTION
PDF Builder · Generate PDF from Template
On the “Certificate” path — 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.
Email
ACTION
Email · Send Email
On the “Certificate” path — 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.

Keep exploring

Related workflows

Other ready-to-import automations from the FlowMattic library.

Form Builder
Google Sheets
Append every FlowMattic Forms submission to Google Sheets
Free template
Gravity Forms
Google Sheets
Slack
Log Gravity Forms entries to Google Sheets and alert your team in Slack
Free template
Ninja Forms
Airtable
Save Ninja Forms submissions as records in Airtable
Free template

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.

Download Workflow See pricing