Automatically Populate Inspection Reports from QuickTapSurvey July 09, 2018

With a tool like QuickTapSurvey, you can easily build forms and surveys that can be filled out via mobile devices out in the field or kiosks setup onsite.  From lead capture to customer feedback to field data collection, QuickTapSurvey and drastically improve the process.

Add WebMerge to your tool belt and you can instantly populate all kinds of documents with data from your QuickTapSurvey responses.  You’ll never have to copy & paste data into a template again!

In this example, we’re going to show you how to instantly populate an inspection report after our inspection survey is filled out by our team in the field via QuickTapSurvey.  We’ll then automatically save this report in Google Drive for review by our quality assurance team.

To get started, we’re going to setup the template for our inspection report using a Word document.  Inside Word, we’re going to add our repeating information like the type of information that we’re collecting and then for the spots that we want to insert the responses from the survey, we’re going to enter merge fields that look like {$PropertyAddress}, {$ExteriorCondition}, etc.

You can name these merge fields anything you’d like, but no spaces or special characters.

Here’s what our inspection report template looks like:
 


Once we have finished our template, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button then enter a name.  On the next step, choose Office Document as the document type then pick the file from your computer.
 


After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various settings like the type of file that is generated and the name of the file.  For this example, we’re going to insert the name of the property in the file name and generate a PDF document.
 


Next, we’re going to setup the delivery of our document so that it is automatically uploaded to our Google Drive for review by our team.  Under the Deliver tab, click the New Delivery button and select Google Drive from the list.

Once you authenticate your Google Drive account, you’ll need to pick the folder in your Drive that you want to save the file
 


After you have saved your Google Drive delivery, we are done with the setup process inside WebMerge and we’re ready to integrate with QuickTapSurvey.  To help with this integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose QuickTapSurvey as the app, the New Response as the trigger.
 


Once you authenticate your QuickTapSurvey account, Zapier is going to load a list of the forms in your account.  Go ahead and pick the inspection form and this tells Zapier what data to look for.
 


Next, we’re going to setup the action of our Zap.  For the app, choose WebMerge and then Create Document Merge as the action.
 


Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick the inspection report document you just setup and Zapier will load a list of all the merge fields in your document.

For each merge field, you’ll need to pick the corresponding fields from your QuickTapSurvey by clicking the button on the right side of each box.  This tells Zapier how to send your survey response over to WebMerge so that it is populated in the correct spot on your template.
 


Once you have matched up all of your merge fields, you’re done with the setup process inside Zapier and we’re ready for a test!  Turn your Zap on, then open up your survey and submit a test response.  Zapier will detect this new response and send the data over to WebMerge, then you report will be generated and saved in Google Drive.

Here’s what our merged inspection report looked like ready for review:
 


Congrats, you’re all finished!  You can now instantly populate all types of documents from your QuickTapSurvey responses.  Can you think of any other ways you could use WebMerge to simplify your paperwork process?
 




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"WebMerge has saved my 11-person company about 25 hours per week with the first two applications created. This has a direct impact on our bottom line, in addition to enhancing our customer service."

— Michael M

"My team can't stop talking about WebMerge and how easy it is to generate documents that used to take hours of preparation!"

— Clayton P