1.Catch Hook submission
Integrate Webhooks by Zapier and form submission endpoints to capture assessment submissions to start lead processing.
Create lead and send assessment PDF to respondent
Automatically catch assessment form submissions across Zapier Tables and Google Sheets. Create and update when lead records and PDFs are ready when email details arrive, scores compute, or responses completeβso you can store responses, generate PDFs, and email respondents without manual follow-up.
How this automation creates leads and sends assessments
When assessment submissions arrive, delays can break outreach timing and leave responders waiting. This automation catches submissions, creates records and backups, generates a personalized PDF, sends email, and logs lead activityβso your team can follow up at the right moment.
Webhooks by Zapieror swap with your favorite app
2.Creates record for response
Integrate Zapier Tables and data mapping tools to create a stored record to centralize assessment response fields.
Zapier Tablesor swap with your favorite app
3.Adds row for backup
Integrate Google Sheets and spreadsheet reporting tools to add a backup row to preserve responses for reporting and review.
Google Sheetsor swap with your favorite app
4.Generates PDF from answers
Integrate PDFMonkey and document templating to generate the assessment document to produce the outbound PDF.
PDFMonkeyor swap with your favorite app
5.Uploads generated PDF file
Integrate Google Drive and file storage to upload the generated PDF to save it in your configured folder.
Google Driveor swap with your favorite app
6.Sends email with PDF
Integrate Mailgun and email templating to send an assessment email to deliver the generated PDF to the respondent.
Mailgunor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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