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Survey123 - Create PDF, Word, Excel Documents
Survey123 can connect with Documentero to turn submitted survey responses into ready-to-use documents. Each time a survey is completed, the data can be sent directly into custom templates to create PDFs, Word files, or spreadsheets. This setup removes the need for manual copying and helps teams quickly generate reports, certificates, or records based on live survey inputs.
Survey123
Documentero
Triggers
Watch survey — Triggers when a survey response is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Survey123 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Survey123 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Survey123 responses with Documentero
Create Word documents from Survey123 field data using Documentero templates
Export Survey123 results into Excel spreadsheets for reporting
Generate compliance certificates from Survey123 safety surveys
Build formatted customer feedback reports from Survey123 submissions
Create incident documentation from Survey123 safety checklists
Produce training completion certificates using Survey123 and Documentero
Generate project status reports from Survey123 progress surveys
Create property inspection reports from Survey123 field surveys
Export environmental survey data into structured Excel files with Documentero
How you can use Survey123 + Documentero
Inspection Reports
Automatically generate a PDF inspection report from each survey submission for compliance tracking.
Customer Feedback Summaries
Turn customer survey responses into formatted Word documents for review meetings.
Field Data Logs
Export field survey results into Excel spreadsheets for analysis and record-keeping.
Training Certificates
Create personalized certificates in PDF format when a training completion survey is submitted.
Incident Documentation
Produce a standardized incident report document whenever a safety survey is filled out.
Setup Guides
Make Tutorial: Integrate Survey123 with Documentero
- Create a new scenario in Make.
- Add Survey123 to the scenario and choose one of the triggers (Watch survey). 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 Survey123 trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Survey123 with Documentero
- Create a new flow in Power Automate.
- Add Survey123 to the flow and choose one of the triggers (Watch survey). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Survey123 trigger.
- Test and save your flow.
