Auto-Attach Step PDF

Mar 15, 2022

Need to automatically attach the step PDF 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're capturing lots of customer data, and you want to automatically attach the PDF summary of the step after the customer is done, ex:

  • After customers complete their tax questionnaire, auto-attach the PDF
  • After customers complete their intake form, auto-attach the PDF
  • After customers complete their security questions questionnaire, auto-attach the PDF

Solution Guide

Here's how to set this up.

Flow Step

Since a step PDF will be generated, we strongly recommend using Content Variables and Formulas to format the data for the step, see solution guide.

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-attachsteppdf.aspx?step_number=[step]&file_name=[filename.pdf]
 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-attachsteppdf.aspx?step_number=[step]&file_name=[filename.pdf]