# 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](/docs/upload-your-pdf-form.md) 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` 

<figure><img src="/files/ofOdvquYsJo4SY6klrO2" alt=""><figcaption><p>Form Id in Header</p></figcaption></figure>

## Step 2: Get a TakeForm Api Key

> *Skip this step if you’ve already uploaded your key*

Follow guide [API Key](/docs/api-developer/api-key.md) 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 <https://zapier.com/>
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.

<figure><img src="/files/ueMq2Q33ddMuNxvREzYM" alt="" width="188"><figcaption></figcaption></figure>

## Step 4: Add TakeForm (1.0.0) Fill Form Action.

1. Click add Action in Zap.

&#x20;

<figure><img src="/files/x99Bms4t6e8vfOUQdHgB" alt="" width="375"><figcaption></figcaption></figure>

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

<figure><img src="/files/s7kqhqRFb3VXDQNw9tml" alt="" width="375"><figcaption></figcaption></figure>

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.

<figure><img src="/files/VxSwT3DjvAVRdIaHg3Pu" alt="" width="375"><figcaption></figcaption></figure>

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`&#x20;
6. Set `Dynamic Data` is Stripped Text of Email Trigger.

<figure><img src="/files/bkwza7QZrLrn7HllBRaT" alt="" width="375"><figcaption></figcaption></figure>

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="/files/nbI8VCB0brvF2R0vLVNH" %}

***

## Video Demo

{% embed url="<https://youtu.be/H021IEe4SgA>" %}
Zapier x TakeForm
{% endembed %}


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