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Formstack Documents + Qualtrics

Extract field values from pdfs for new Qualtrics survey responses using Formstack Documents

Effortlessly transfer data from new Qualtrics survey responses to Formstack Documents with this seamless workflow. Once activated, every time a new survey response is submitted in Qualtrics, key information will be extracted and populated into a PDF in Formstack Documents. This automation saves time and ensures accurate data transfer, streamlining your document creation process.

Effortlessly transfer data from new Qualtrics survey responses to Formstack Documents with this seamless workflow. Once activated, every time a new survey response is submitted in Qualtrics, key information will be extracted and populated into a PDF in Formstack Documents. This automation saves time and ensures accurate data transfer, streamlining your document creation process.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Extract Field Values From PDF

    Extracts the field values from the given PDF file.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • Mailing ListRequired

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email AddressRequired

    • Phone Number

    • Embedded Data

    • External Reference

    • SurveyRequired

    • Email From NameRequired

    • Reply To Email

    • Message SubjectRequired

    • MessageRequired

    • Sending Delay

    Action
    Write
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
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About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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qualtrics logo

About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

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