Add Documents to Client via Workflow
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Luc Pachan
This would be for documents NOT created/generated within GHL. Popular form software (such as GravityForms) can generate full PDFs of the form submissions and links to download those PDFs can be passed to GHL via webhook. I admittedly don't know if there are limitations that would prevent it, but if possible being able to upload a document to a contact card via a URL would be exceptionally helpful.
Another use case I can think of would be if you have a form that asks the end-user to upload a document, if that could be added directly to the contact card via automation, which would again be passed into GHL via a URL.
We are currently adding these URLs to Notes, and then manually downloading them/adding them to the 'Documents' section on the contact card.
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S
Sales & Marketing
Merged in a post:
Auto-Fill PDFs from Online Forms – Save Time, Reduce Errors & have backups for audits
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Keith Lemay
Jotform has a feature that automatically fills your PDF documents whenever someone submits an online form—no more manual entry, no more errors, and no more wasted time.
JotForm’s Smart PDF Forms: you upload a PDF, and your online form fields are instantly connected to the corresponding sections of your PDF.
Here is a video that shows exactly what I am talking about:
Here is the website for this feature
How It Works:
Instant Document Mapping: Upload your existing PDF and watch as the form fields are automatically converted to an online version that maps directly back to your PDF.
Collect and Automate: When users fill out the online form, their answers are automatically placed into the PDF, just like magic!
Add E-Signatures: Include e-signature fields that will seamlessly appear on your PDF, making the whole process faster and more professional.
Preview and Download: Users can preview the completed PDF and download or share it, ensuring they’re happy with the final document.
Why Your Business Needs This:
Boost Efficiency: Save countless hours by eliminating repetitive tasks.
Reduce Errors: Avoid mistakes from manual data entry by letting the system do it for you.
Professional Presentation: Create perfectly filled, ready-to-use documents every time, enhancing your client’s experience.
Examples of Use Cases:
Client Onboarding: Simplify the process of filling out contracts and forms with auto-populated documents.
Applications and Registrations: Automate submissions for applications, registrations, or any other required paperwork.
Healthcare and Legal Forms: Reduce errors in critical documents and provide a seamless experience for patients or clients.
Please add this feature to GHL. I have asked a bunch of times and need this so badly. I have to pay for Zapier and Jotforms and GHL just because you don't have this must have feature.
PLEASE UNVOTE THIS AND SHARE TO ALL YOUR FRIENDS THAT HAVE A NEED TO HAVE HARD COPIES OF CONTRACTS OR PDF COPIES FILLED OUT FOR AUDITING REASONS.
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S
Sales & Marketing
Keith Lemay Are you able to use linking them to custom fields and placing those custom fields within text fields to achieve this?
K
Keith Besherse
Sales & Marketing custom fields are overwritten every time there is a new submission.
Saving a pdf captures a moment in time.
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Keith Besherse
It seems another very valuable use case would be when the document is created by an external software and sent to the client via email with cc: to the CRM. We want the automation to recognize which Contact should be updated then extract the attachment (and any other relevant fields) then update the contact record in the CRM including uploading attachments to the Documents tab.
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Keith Lemay