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Integrate Qualtrics with Formstack Documents to automate your work

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Formstack DocumentsFormstack Documents
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Qualtrics with Formstack Documents - no code necessary. See how you can get setup in minutes.

Select a trigger from Qualtrics

A trigger is an event that starts your Zap and runs the workflow. For example, with Qualtrics, a trigger could be "New Survey Response."
A trigger is the event that kicks off your automated workflow.

Setup an action from Formstack Documents

An action is what takes place after the automation is triggered. For example, with Formstack Documents, the action could be "Combine Files."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Qualtrics to Formstack Documents

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Qualtrics to Formstack Documents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Qualtrics and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Qualtrics and Formstack Documents to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Survey
      Required
    Trigger
    Scheduled
    Try It
    • Mailing List
      Required
    • RecipientFirstName
    • RecipientLastName
    • RecipientEmailAddress
      Required
    • PhoneNumber
    • EmbeddedData
    • External Reference
    • Survey
      Required
    • EmailFromName
      Required
    • ReplyToEmail
    • MessageSubject
      Required
    • Message
      Required
    • SendingDelay
    Action
    Write
  • Formstack Documents triggers, actions, and search
    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • File
      Required
    Action
    Write
    • Mailing List
      Required
    • ContactFirstName
    • ContactLastName
    • ContactEmailAddress
    • PhoneNumber
    • EmbeddedData
    • External Reference
    Action
    Write
    • Api_docs_info
    • Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
    • Output
      Required
    • File Name
    • File 1
      Required
    • File 2
    • File 3
    • File 4
    • File 5
    Action
    Write
    • Route
      Required
    • Download File
    Action
    Write

Learn how to automate Qualtrics on the Zapier blog

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qualtrics logo
About Qualtrics
Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.
Learn moreHelp
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    formstack-documents logo
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    About Formstack Documents
    Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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