1.Receives sleep assessment payload
Integrate Webhooks by Zapier to capture submission fields and initiate processing for scored assessment creation.
Generate scored sleep assessment PDFs for each client
Automatically catch sleep assessment submissions across Webhooks by Zapier and your intake docs. Create and update when scored PDFs generate and intake rows update and links returnβso you can deliver client-ready assessments without manual paperwork.
How this automation generates scored sleep assessment PDFs
When sleep assessment submissions arrive outside your workflow, delays can stall scoring and client-ready delivery. This automation catches form payloads and creates and updates intake rows, then generates a template document and uploads a scored PDF linkβso your team can deliver assessments fast.
Webhooks by Zapieror swap with your favorite app
2.Creates intake spreadsheet row
Integrate Google Sheets to map submission fields and create an intake row for later score updates.
Google Sheetsor swap with your favorite app
3.Updates row with computed score
Integrate Google Sheets to update the row id and let formulas calculate item scores and the total score.
4.Creates document from template
Integrate Google Docs to fill template placeholders with submission details and the computed score.
Google Docsor swap with your favorite app
5.Exports and uploads PDF to folder
Integrate Google Drive to export the document as a PDF and place it in the client folder with view-only sharing.
Google Driveor swap with your favorite app
6.Posts score and PDF link back
Integrate Webhooks by Zapier to POST the computed score and PDF link to your intake endpoint using submission id and email.
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