Auto-Attach CSV

May 4, 2022

Need to automatically attach the CSV of the raw form values after the customer completes their questionnaire? We have a pre-built webhook that can do that for you! Just follow the solution guide to set it up.

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This webhook is most often used when you want to export all form field data into Excel or other systems after the customer is done, ex:

  • After customers complete their tax questionnaire, auto-attach the CSV of the raw data
  • After customers complete their intake form, auto-attach the CSV of the raw data
  • After customers complete their security questions questionnaire, auto-attach the CSV of the raw data

Solution Guide

Here's how to set this up.

Webhook

You can set up this webhook using either of these methods: as a Rule or as a Webhook Step.

 Rule and Trigger

Create a Rule to execute the Webhook right after the questionnaire is answered. This is the most common method.

Rule Setup

  • If this field: [field_in_questionnaire]
  • With this condition: Is Not Blank
  • Then the item: Webhook
  • To Url: /app/graphql/api/jobs/step-attachcsv.aspx?to_step_number=[step]&file_name=[filename.csv]
 Webhook Step

Create a Webhook step if you need to guarantee order of execution or if there's no viable trigger.

Step Setup

  • Step Type: Webhook
  • Url: /app/graphql/api/jobs/step-attachcsv.aspx?to_step_number=[step]&file_name=[filename.csv]