Seamless Workflow Automation Solution
Budget: $750 – $1,500 USD
Project Description:
I'm looking for a developer or automation expert to create a seamless workflow that integrates the following steps:
Form Input via JotForm:
A single JotForm will be filled out by users. This form will collect data that will be used to auto-fill multiple PDF documents.
PDF Generation:
Based on the form responses, multiple pre-existing PDF templates must be filled dynamically.
- The PDFs should retain their original formatting and branding.
DocuSign Integration:
The filled PDFs should be automatically sent to a specified signer(s) via DocuSign for signature.
Workflow should support conditional routing if needed (e.g., signer changes based on form input).
Final Email Submission:
Once all PDFs are signed, they should be:
Emailed to a pre-defined submissions email address
Include relevant subject line and message body based on form inputs
Deliverables:
Working automation integrating JotForm, PDF auto-fill, DocuSign, and email delivery
Access to code/scripts (if applicable)
Setup documentation or short walkthrough
Testing support
Preferred Tools/Technologies (Optional):
JotForm (required)
DocuSign (required)
Zapier, Make (Integromat), or custom code (Python/Node.js) — open to suggestions
Additional Notes:
You must have experience with JotForm API, PDF form field mapping, and DocuSign API or integrations.
Clean, maintainable setup is preferred
Security and privacy of data is important
Budget: 500-1000
Timeline:
Looking to get this set up within [1-2 weeks / your timeline].
I'm looking for a developer or automation expert to create a seamless workflow that integrates the following steps:
Form Input via JotForm:
A single JotForm will be filled out by users. This form will collect data that will be used to auto-fill multiple PDF documents.
PDF Generation:
Based on the form responses, multiple pre-existing PDF templates must be filled dynamically.
- The PDFs should retain their original formatting and branding.
DocuSign Integration:
The filled PDFs should be automatically sent to a specified signer(s) via DocuSign for signature.
Workflow should support conditional routing if needed (e.g., signer changes based on form input).
Final Email Submission:
Once all PDFs are signed, they should be:
Emailed to a pre-defined submissions email address
Include relevant subject line and message body based on form inputs
Deliverables:
Working automation integrating JotForm, PDF auto-fill, DocuSign, and email delivery
Access to code/scripts (if applicable)
Setup documentation or short walkthrough
Testing support
Preferred Tools/Technologies (Optional):
JotForm (required)
DocuSign (required)
Zapier, Make (Integromat), or custom code (Python/Node.js) — open to suggestions
Additional Notes:
You must have experience with JotForm API, PDF form field mapping, and DocuSign API or integrations.
Clean, maintainable setup is preferred
Security and privacy of data is important
Budget: 500-1000
Timeline:
Looking to get this set up within [1-2 weeks / your timeline].
Related categories:
Python
Project Management
Node.js
Scripting
Security
Automation
Zapier
API Integration