1.Catches incoming questionnaire hook
Integrate Webhooks by Zapier and webhook parsers to receive raw submissions and map to parser input.
Create prospect, save questionnaire PDF, and notify owners
Automatically catch questionnaire webhooks across Webhooks by Zapier, Code by Zapier, and Wealthbox CRM. Create and update when questionnaire submissions arrive, contacts are created, or PDFs finish uploadingβso you can track prospects, record responses, and notify owners without manual paperwork.
How this automation accelerates prospect follow-up
When questionnaire webhooks arrive, delays can stall contact capture and owner outreach. This automation parses payloads, creates CRM and table records, and sends PDF emailsβso your team can follow up while intent is fresh.
Webhooks by Zapieror swap with your favorite app
2.Parses JSON payload fields
Integrate Code by Zapier, data mapping tools, and validators to parse payloads and extract standardized contact and responses.
Code by Zapieror swap with your favorite app
3.Creates or finds the prospect
Integrate Wealthbox CRM and contact matching tools to find or create a prospect and return the contact ID.
Wealthbox CRMor swap with your favorite app
4.Logs response record for reporting
Integrate Zapier Tables and reporting databases to create a record and store dates and response details.
Zapier Tablesor swap with your favorite app
5.Converts HTML into a PDF
Integrate PDF.co and document conversion tools to convert generated HTML into a questionnaire PDF file.
PDF.coor swap with your favorite app
6.Uploads PDF to the client folder
Integrate OneDrive and file storage tools to upload the PDF into the configured client folder structure.
OneDriveor swap with your favorite app
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