User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Results Page
  4.  » App Integrations

Application Integrations

With Assessment Generator, you can connect assessments to 2,000+ applications using Zapier integrations.

What does “Integration” mean?

It means, simply, that apps can talk to one another without any prompting from the user.

For example, let’s say you have an assessment in your Assessment Generator account, and you have a spreadsheet on Google Docs.

Then, each time someone takes your assessment, you open your Google Doc to add their name, email address, and the score they received.

Using Zapier, you can automate that process. In other words, when someone takes your assessment, your spreadsheet can automatically be updated.

Zapier integration with Assessment Generator

How to Set Up an Integration

Integrations are easy to set up using Zapier’s friendly interface. Plus, you can use a free Zapier account for most simple integrations.

For Type and Multi-type assessments, the following fields are available to your Zap:

  • Full Name (First + Last)
  • First Name
  • Last Name
  • Email address
  • Group name (if specified in your assessment)
  • Assessment Title
  • Date
  • Time
  • Date + Time combined in one field (Date + Time)
  • Numeric score for each type in your assessment (as separate fields):
    • Type 1 numeric score
    • Type 2 numeric score
    • Type 3 numeric score
    • etc…
  • Sum of scores in all types (or overall total if using percentage scoring)
  • Name of highest scoring type
  • Link for your PDF report if your assessment is configured to generate a PDF.
  • The response text for any questions with an “identifier” set. See below for details.

Simple assessments have a single score field instead of scores for each type.

Zapier has a great demo and tutorial to help you get your Zap up in no time. When you set up your Zap, you’ll want to select Assessment Generator as the “trigger” app.

Sending Responses to Individual Questions

To send responses to individual questions via your integrations, you must first set a question identifier for each question you wish to send. When you edit a question, you’ll see an ‘identifier’ field like this:

Answer Identifier

When creating your Zap, any identifiers that you’ve set will be available as fields that you can map to your target application. For example, if you create a numeric question with an identifier of “age,” you’ll see “age” as an available field when creating your Zap.

Assessment Generator will pass the response text through this field. Here’s how that works for various question formats:

Question Format What is sent through the integration
Binary The value shown on the button. Yes, No, True, False, etc
Checkbox “Checked” or “Not Checked”
Drop-down The text for the selection that was chosen from the list
Narrative The text entered by the respondent
Numeric Entry The value entered by the respondent
Options The text of the selected option.
Options (select many) Comma separated list of selected options
Ranking Comma separated list of options in the order set by the respondent
Scale The numeric value selected
Validated Text Entry The text entered by the respondent

Many Assessment Generator clients have had “Zaps” working for them for years.

Follow these links to learn how to integrate your Assessment Generator account with the following popular apps:

  1. Infusionsoft
  2. ActiveCampaign
  3. GetResponse
  4. MailChimp
  5. HubSpot
  6. Google Sheets
  7. Insightly
  8. Constant Contact
  9. Drip
  10. ConvertKit
  11. Slack
  12. Gmail
  14. Project Manager
  15. Boleto Simples
  16. Mailigen
  17. Benchmark Email
  18. vCita
  19. Highrise
  20. Basecamp 2
  21. Ontraport
  22. Autopilot
  23. WebMerge
  24. AWeber
  25. Intercom

Add Zapier integration to your assessment today and free up your valuable time!

Please review the rest of our User Guide to learn more about our software.