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Create WebMerge personalized documents for Survey Anyplace responses

  1. When this happensStep 1: New Survey Response

  2. Then do thisStep 2: Create Document Merge

When someone takes your survey, assessment or quiz, a great way to create engagement is to send a personalized report to that person based on the results of the questionnaire. But compiling such a report manually requires a lot of effort.

With this Zapier workflow and a WebMerge template, you can automatically create documents based on your survey data—and send it back to the contact. Your prospects will receive a personalized report, increasing the chance they will convert to the next step in your sales funnel.

How this Survey Anyplace - WebMerge integration works:

  1. Someone takes a Survey Anyplace survey, quiz, or assessment
  2. Zapier sends the data to WebMerge, where it creates a personalized document (PDF or Word) and emails it to the respondent

Apps involved

  • Survey Anyplace
  • WebMerge

Connect Formstack Documents + Survey Anyplace in Minutes

It's easy to connect Formstack Documents + Survey Anyplace and requires absolutely zero coding experience—the only limit is your own imagination.

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