Ultradox

[Marty Hahnfeld]

Disclaimer: I'm just technical enough to get into trouble, so apologies in advance.

I'm trying to use Ultradox to build a customized document from data driven out of a Formstack form.

The flow would work like this:

Formstack submission --> Populated Google Sheet --> Ultradox triggered to populate template --> custom document mailed.

Let's leave how this will all be triggered aside for a minute, my current question/problem is more basic:

Assuming the form populates a new row in the spreadsheet, how can I trigger Ultradox to execute on that "row" after a user submits a form and how do I address that row's variables inside the document?

Thanks in advance,

[Marty Hahnfeld]

Perhaps I can be clearer:

A user submits a formstack form. Formstack sends that data to a Google Sheet, and it becomes a row of data:

After the user submits, I redirect them to a web page where I can plug-in whatever html I want.

At this stage, I'd like to trigger Ultradox to run and merge THAT ROW of data into a document, and then email and/or download the merged document to the user.

My questions:

1. How can I trigger Ultradox to execute a merge for that specific ROW? I don't necessarily know what row it is either, can I somehow trigger Ultradox to run a merge for every new ROW added to a spreadsheet?

2. Can I use the header variables throughout my template and somehow have it pull the data from the row it was instructed?

3. How do I associate that merged document back to the user? Just email address from the form data?

[Daniel Florey]

Hi,

you'll have to add an Google Apps Script to your spreadsheet to grab the last row and send the data as URL-Parameter to Ultradox.

If you get stuck, let me now.

Daniel

2012/11/15 Marty Hahnfeld <ma...@hahnfeld.net>

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[Marty Hahnfeld]

Hi Daniel.

Thank you for your response. I'm a total rookie when it comes to building scripts. But after reading your response I was curious is another approach might work.

Formstack has the option to send the submission data to an external URL (below) - could this work with Ultradoc? If so, how would I go about formatting the URL?

Thanks again, Marty

 

[Daniel Florey]

Just click on the "Integrate" button in Ultradox.

This will give the url that you can paste into the "webhook url" field.

You then should be able to access the fields in Ultradox by name like this ${yourfieldname}.

Let me know if this works!

Thanks,

Daniel

h

2012/11/16 Marty Hahnfeld <ma...@hahnfeld.net>

[Zachary Cutler]

You guys have the wrong email address, I'm getting a lot of emails from you.

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[Duncan Hunter]

Hi

Firstly Ultradox is AWESOME!!!!

Second I am trying to achieve the same things as Marty. I can get a new row from Wufoo or from Formstack in spreadsheet and webhook to execute the RUN feature for ultradox. Could you help with some advice on the google app script you mention to grab last row and send data as URL-Parameter to Ultradox. I can make a simple script to run daily but this is a new skill to grab last row.

Thanks I look forward to using Ultradox daily!

Duncan

[Matty G]

Why not just post to Ultradox (Call the ultradox url) first from Formstack to trigger the ultradoc then if you need the data to go into a spreadsheet you can use that building block afterward?

http://help.ultradox.com/en/reference.html

[Kyle Lacey]

If you'd like to use JotForm, Formstack, Zapier, etc. or any other Form, other than Google Forms to Trigger an Ultradox, you'll struggle as I have for the last 2 days putting together a proper solution to this question that was first asked in Nov 2012.

This solution will be tailored for a JotForm to Ultradox Trigger.

From the New Ultradox > Name it 'Trigger' > Set a 1 minute Timer as the first block (otherwise the trigger will start before JotForm has a chance to write the new form data to your Sheet) > Insert a Google Apps Script - My Script Block > Click Create and Rename to "Trigger" > Replace lines 1 to 78 with the code below:

// The following method will be invoked whenever Ultradox executes the script
function execute(mode1) {

  var sheet = SpreadsheetApp.openById('1KFVcrrCpiPKn7pOz2sQoI5IPjiPNlNKuHpykhlKA0fY').getSheetByName('Submissions');
//Change the sheet Id and name as appropriate
   var lastRow = sheet.getLastRow();

   var response = UrlFetchApp.fetch('http://www.ultradox.com/batch?id=x5OPzk9iQ5LssjaeEgxScBMqXA3Pnc&chunk='+lastRow);}

From the Script editor, On line 4, change the Sheet ID (to your response sheets ID, found in its URL) and the name of the Sheet tab inside the Spreadsheet the responses are on (not the name of the Spreadsheet) > go to the Ultradox you want Triggered > Click File > Integrate > copy your Integration URL > Back to the Script, Replace the URL on line 9, "&chunk=" is part of the script and needs to stay at the end of your URL.

Click Publish > Deploy as web app > change Who has access to the app: to Anyone > Deploy > Copy the Current web app URL.

Return to the Trigger Ultradox and click the Gear icon on the Script Block (if unavailable, delete this block, add another Script Block, click Select, find and associate the script you created with this Block) paste the 'app URL' to 'Enter published script URL > OK > Click File > Integrate > copy your Integration URL.

Go to JotForm and Open the custom 'Thank You' page > Insert/edit image > paste the Integration Link from the Trigger Ultradox in the Source > OK > Resize the new box to something very small. Be aware that as this point every time you open the Thank You page your Ultradox will be Triggered :-)

Summary of flow... JotForm is submitted > Thank You page Triggers the Trigger Ultradox 1 min timer > Form data is written to sheet > The Trigger Script gets the last row number from your sheet > The script appends this row number as a 'Chunk' to the Ultradox Integration URL before Triggering the integration.


Would you like to place the Trigger script inside the Ultradox you'd like Triggered, rather than having it as a separate Ultradox?
You'll have to work out how to pass the "lastRow" variable from the Trigger Script to the "Pick row(s)" building block. As this would sit above your work flow, you'll also have to work out an "Execute only if the following condition is true" for the Trigger Script, so you may trigger other rows without the script interfering.