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BlockSurvey - Create PDF, Word, Excel Documents
BlockSurvey connects with Documentero to turn survey responses into ready-to-use documents. When someone submits a form, the data can be sent through an API or Make to automatically create a PDF, Word, or Excel file. This makes it easy to generate reports, agreements, or records directly from the information collected in BlockSurvey.
BlockSurvey
Documentero
Triggers
Watch New Responses — Receives response using webhook
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BlockSurvey using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BlockSurvey using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from BlockSurvey responses
Create Word documents from customer feedback surveys
Export Excel sheets with data from BlockSurvey forms
Generate consent agreements from BlockSurvey submissions
Produce formatted research summaries from survey results
Create HR review documents from employee survey data
Export event registration details into PDF attendee lists
Generate structured client reports from satisfaction surveys
Create project documentation from internal feedback forms
Export training evaluation results into Excel reports
How you can use BlockSurvey + Documentero
Customer Feedback Reports
Turn survey responses into PDF reports that can be shared with your team or clients.
Consent Forms
Generate signed consent documents from participant responses collected in BlockSurvey.
Event Registrations
Create attendee lists in Excel format from registration forms submitted via BlockSurvey.
Research Data Summaries
Automatically produce Word documents that summarize survey findings for academic or business research.
Employee Surveys
Export staff feedback into structured reports for HR reviews and documentation.
Setup Guides
Make Tutorial: Integrate BlockSurvey with Documentero
- Create a new scenario in Make.
- Add BlockSurvey to the scenario and choose one of the triggers (Watch New Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BlockSurvey trigger.
- Run or schedule your scenario and verify the output.
