Everything you need to know from the basics through advanced features
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.
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 based 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 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
- Name of highest scoring type
- Link to your PDF report, if your assessment is configured to generate a PDF.
For Simple assessments there is a single Score field instead of scores for each type.
Many Assessment Generator users 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:
- Google Sheets
- Constant Contact
- Project Manager
- Boleto Simples
- Benchmark Email
- Basecamp 2
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.