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Connect DocsGenFlow with Survicate

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  1. Sign up for a free account on DocsGenFlow: Visit the DocsGenFlow website and sign up for a free account. Once registered, you'll gain access to their document generation platform.

  2. Survicate: Survicate is an effortless survey tool that allows you to collect continuous customer feedback via email, web, in-product, and mobile apps.

  3. Create Templates: Within DocsGenFlow, create templates for the documents you wish to generate. These templates should include placeholders for the data that will be pulled from your Microsoft Excel spreadsheet. For example, if you're generating invoices, you might have placeholders for customer name, invoice number, date, etc.
  4. Configure Document Generation: Within your Zapier workflow, configure the action to generate a document in DocsGenFlow whenever a new entry is detected in your Excel spreadsheet. Map the placeholders in your DocsGenFlow template to the corresponding cells in your Excel spreadsheet. This ensures that the data is correctly populated in the generated document.
  5. Choose Delivery Method: After the document is generated, you can choose how you want to deliver it to your customers. DocsGenFlow offers various options, including sending the document via email or saving it to cloud storage services like Google Drive, Dropbox, etc. Select the appropriate delivery method based on your preferences and business needs.
  6. Explore Integrations: DocsGenFlow supports over 100 integrations, allowing you to connect with other tools and services seamlessly. Explore the list of integrations available and leverage them to enhance your document generation process further.