Fill PDFs and collect signatures with OttoKit
OttoKit connects DocSpring to WordPress, WooCommerce, and your other apps. Fill a PDF when an order comes in, send a form for signature, and start a workflow when a document is ready.
What you can do with OttoKit
Actions
- Generate PDF
- Fill a template with data from earlier steps and get a link to the finished PDF.
- Combine PDFs
- Merge generated PDFs, templates, and files from a URL into one document.
- Create Data Request
- Send a form for people to check their details and sign.
- Create Signing Link
- Get a signing link for an existing data request.
- Find Template
- Look up a template by its ID.
- Find Submission
- Look up a PDF by its ID.
Triggers
Triggers are instant. You add OttoKit's webhook URL in DocSpring and choose the event to send.
- PDFs
- A PDF is created, processed, or updated, or it fails or expires.
- Data requests
- A data request is viewed, updated, or completed.
- Combined PDFs and batches
- A combined PDF or a batch of PDFs is processed or fails.
- Templates
- A template is created, updated, or deleted.
Set up the OttoKit integration
- Create an API token in your DocSpring account.
- In OttoKit, add a DocSpring step to a workflow and connect it with the token's ID and secret. OttoKit connects to accounts in our US region.
- Choose an action, pick a template, and map fields from earlier steps.
- To start a workflow from DocSpring, copy the webhook URL that OttoKit shows for your trigger, add it as a webhook in DocSpring, and choose the event.
Example workflows
WooCommerce orders
When an order is placed, fill an invoice or packing slip and add the PDF link to the order.
Website form entries
When someone submits a form on your WordPress site, fill the matching PDF and email it to your team.
Agreements to sign
Send a data request when a new member or customer signs up, and update their record when it's signed.
More integrations
Try DocSpring with OttoKit
Upload a PDF or create an HTML template, then connect OttoKit. No credit card required.