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    Is there any way to trigger a mail merge using Zapier on final submission of a mutliple approval form?

    Asked by mlin on February 02, 2015 at 01:10 PM
    If I choose to use Zapier to trigger a mail merge upon submission, is there any way I can only have it trigger on the final submission? Or is there some way to differentiate that submission to Zapier?
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    JotForm Support

    Answered by Charlie on February 02, 2015 at 02:05 PM

    Hi,

    I'm not sure if I understood your question completely. May I know what particular Zapier app you are using? If you are looking on how to merge or combine submission, you can do that by using this particular app that we have: http://apps.jotform.com/app/combine_submissions. You may also check this Zapier integration between WebMerge and JotForm if this can help: https://zapier.com/zapbook/jotform/webmerge/9877/jotform-new-submission-to-webmerge-create-document-merge/.

    Do let us know if this works or if I misunderstood your concern please do provide us more details of it.

    Thank you.

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    Answered by mlin on February 02, 2015 at 05:57 PM

    I want the last step to send off a PDF with all the data merged onto a clean handout.

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    Answered by Shadae on February 02, 2015 at 06:40 PM

    Hi mlin,

    To confirm, do you have multiple forms, that are various steps and you would like for the information to only be sent off when the final form has been submitted?

    If that is the case, you would only place the trigger on the final form, when all the information has been entered and then gets sent off to Zapier.

    If I have misunderstood, please provide us with more information so that we can assist you further.

    Thank you.

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    Answered by mlin on February 06, 2015 at 01:55 AM

    yes, you got it. However, the final step is an edit on the original submission. Zapier only triggers on a new submission. How do i get the final step of the workflow to be a new submission? 

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    JotForm Support

    Answered by Charlie on February 06, 2015 at 08:36 AM

    Hi,

    May we know what are the forms you are using in your workflow and how it should work?

    If the last step is an edit of the original submission, I think we can't trigger the Zapier integration on that. What I would recommend is that the last form would be a new form but with prepopulated values from the previous form. Here's a guide on how to prepopulate: http://www.jotform.com/help/71-Prepopulating-fields-to-your-JotForm-via-URL-parameters 

    Then you can use that prepopulated link and set it up in your Thank You page, here's a guide on that: http://www.jotform.com/help/211-Setting-Up-the-Thank-You-Page. The last form should be the one having the Zapier integration.

    I hope this helps.

    Thank you.

     

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    Answered by mlin on February 06, 2015 at 11:58 AM

    http://form.jotform.us/form/50274789842164

     

    The problem with URL parameters is that there's a lot of long answers and that could cause issues with the length of the URL.

     

    The Assessment goes to 3 ppl, team member, supervisor, and approver. the approver's submission needs to kick off the pdf

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    Answered by Shadae on February 06, 2015 at 01:10 PM

    Hi mlin,

    The long answers will affect the length of the URL, however to trigger Zapier, it would have to be the original submission of the form.

    You can set up the parameters within the notification email and the URL will generate.

    Please inform us if you need further assistance.