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Surveybot - Create PDF, Word, Excel Documents
Surveybot connects with Documentero so you can turn completed chatbot survey responses into ready-to-use documents. Each time a participant finishes a survey, the data can be sent to Documentero to generate reports, certificates, or spreadsheets. The integration works through API, Make, or Zapier, giving you flexible ways to create .docx, .pdf, or .xlsx files based on your survey results.
Surveybot
Documentero
Triggers
Watch Survey Responses — Triggers when a new response for selected survey is completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Surveybot using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Surveybot using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Surveybot responses
Create Excel files with survey data collected in Surveybot
Export Surveybot responses into custom .docx templates
Generate personalized certificates from completed Surveybot surveys
Build market research reports from Surveybot survey results
Create HR documents from employee surveys in Surveybot
Produce event feedback summaries in PDF using Surveybot data
Export Surveybot customer satisfaction surveys into formatted reports
Generate compliance documents from Surveybot response data
Create training evaluation reports from Surveybot surveys
How you can use Surveybot + Documentero
Customer Feedback Reports
Automatically create a PDF report in Documentero every time a customer completes a feedback survey in Surveybot.
Event Registration Certificates
Generate personalized attendance certificates in .docx format when attendees finish an event registration survey.
Market Research Summaries
Compile survey responses into an Excel file with Documentero for quick analysis and sharing with your team.
Employee Onboarding Forms
Create onboarding documents in PDF from new hire surveys completed through Surveybot.
Course Evaluation Results
Produce formatted reports in Documentero when students submit course evaluation surveys.
Setup Guides
Zapier Tutorial: Integrate Surveybot with Documentero
- Create a new Zap in Zapier.
- Add Surveybot to the zap and choose one of the triggers (Watch Survey 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 Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Surveybot trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Surveybot with Documentero
- Create a new scenario in Make.
- Add Surveybot to the scenario and choose one of the triggers (Watch Survey 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 Surveybot trigger.
- Run or schedule your scenario and verify the output.
