# Auto-Fill PDF from an Email — Using Zapier + TakeForm In this tutorial, you’ll learn how to automatically fill a pdf form by using data from body of email — all powered by **Zapier** and **TakeForm**. ## Step 1: Upload your Form to TakeForm > *Skip this step if you’ve already uploaded your form.* Follow guide [upload-your-pdf-form](https://takeform.gitbook.io/docs/upload-your-pdf-form "mention") to upload your form and get `form_id` , you will need it to setup Zapier Action. In this tutorial, I will fill w-9 form of US. The id is `ff6957fb-9401-429d-9c86-f524000e4394`

## Step 2: Get a TakeForm Api Key > *Skip this step if you’ve already uploaded your key* Follow guide [api-key](https://takeform.gitbook.io/docs/api-developer/api-key "mention") to get an Api Key. You will need it to authenticate with TakeForm from Zapier. In this tutorial, the API key is `0d45d24d-a9d4-446f-b17a-e7529e5ca59e` (don't worry, I removed it in my account). ## Step 3: Create Zap and add Email Trigger > You can use other trigger like Google Form, Gmail, Outlook, etc. TakeForm AI can understand all their contents. 1. Create Zap in 2. Add a Zapier Email Trigger (or another email platform that you want to use) 3. Set `Trigger event` is **New inbound email.** It means this Zapier app will be triggered by new email. 4. Set `Email Address` for the Email Trigger. I use `w9-takeform` . 5. Test trigger by send and sample mail to the `Email Trigger` then click next to move to next step.

## Step 4: Add TakeForm (1.0.0) Fill Form Action. 1. Click add Action in Zap.

2. Type "TakeForm" and choose **TakeForm (1.0.0) integration.**

3. Set `Action Event` is **Fill PDF Form** 4. Click `Account`Zapier will pop up a window. You need to enter your API key (in [#step-2-get-a-takeform-api-key](#step-2-get-a-takeform-api-key "mention")) into the box and run authentication.

5. Set the `Form ID` to the form you uploaded (in [#step-1-upload-your-form-to-takeform](#step-1-upload-your-form-to-takeform "mention")). For me, it's w-9 form with id `ff6957fb-9401-429d-9c86-f524000e4394` 6. Set `Dynamic Data` is Stripped Text of Email Trigger.

7. Click **Continue**. Done! You've completed the Zap. Now it's time for testing. *** ## Testing new Zap I will send an email to email trigger (`w9-takeform.o3v7nb@zapiermail.com`) with content ``` Hi Team, Please find below the required details to complete the W-9 form for our vendor setup: - Name: John A. Smith - Business Name: Smith Consulting LLC - Federal Tax Classification: Limited Liability Company (LLC) - Tax Classification Type: C Corporation - Address: 123 Business Rd, Suite 456, San Francisco, CA 94107 - Social Security Number (SSN): - Employer Identification Number (EIN): 12-3456789 - Signature Name: John A. Smith - Date: April 17, 2025 Let me know if you need anything else. Best, John ``` This is the result {% file src="" %} *** ## Video Demo {% embed url="" %} Zapier x TakeForm {% endembed %}