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.
Want the automation but not the hassle of setup and maintenance?
With Managed integrations, we'll do all the heavy-lifting, so that you can focus on more important things!
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.
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]
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]