Pointerpro
FormsPointerpro, formerly Survey Anyplace, is an assessment and questionnaire platform that delivers personalized PDF reports. Agents manage questionnaires, contacts and lists, read and upload responses, send report emails, run invitation campaigns, and start a flow on every new response.
What This Integration Enables
Pointerpro, formerly Survey Anyplace, is not built to collect answers. It is built to give them back. A response is scored, run through outcome logic and calculation formulas, and turned into a personalized PDF report that goes to the respondent under your brand. That is why the platform is full of things a survey tool has no reason to have: per questionnaire access levels, per report template access, per campaign control over whether a team member can even see recipient addresses, and invitation limits set per person. Those exist because consultancies productize a diagnostic and then have to control who inside the firm can send it, read it, and see whose name is on it.
FlowRunner agents read questionnaire definitions and responses in full detail, upsert contacts and manage the lists that campaigns target, send the personalized report for a response, run invitation campaigns, write externally collected responses back in so they are scored on the same model, provision team members, and set every one of those authorization surfaces. Two things about this connector are worth knowing before you design a flow. It reaches a specific Pointerpro data region, because credentials issued for one region are rejected by the other. And it can read and write responses but has no operation anywhere that deletes one, which is what makes the human-in-the-loop gate below the right shape rather than a nicety.
Without FlowRunner
With FlowRunner
Use Case Scenarios
-
The assessment delivers itself, and the account team sees the movement
A client completes the maturity assessment. On Questionnaire Response fires with the whole record: scores, outcomes, geolocation, campaign, and every answer. The agent calls List Contact Responses to pull the same contact's earlier assessment, calculates the movement, updates the account record in HubSpot, and posts the comparison to the delivery channel in Slack. Send Report Email then delivers the personalized PDF back to the respondent. The consultant walks into the debrief already knowing which four dimensions moved and by how much.
-
A cohort campaign that runs itself
Before an engagement kicks off, the agent reads the participant roster out of Google Sheets, calls Upsert Contacts so existing email addresses update rather than duplicate, creates the cohort with Create Contact List, and adds everyone with Add Contacts To Lists. Trigger Email Invitation sends the preconfigured invitation, each participant receiving their own personalized link. On a schedule the agent reads List Questionnaire Responses against the cohort, works out who has not responded, and opens a chase task in Asana for the account owner rather than emailing the whole list again.
-
Rolling out a diagnostic to a new client without cloning access by accident
A new engagement starts. The agent calls Copy Questionnaire to duplicate the master diagnostic, then sets access deliberately: Update Questionnaire Authorizations gives the engagement team edit rights and everyone else no access, Update Report Template Authorizations limits who can open the report template, and Update Campaign Authorizations decides who may see recipient email addresses. Update Questionnaire Invitation Limits caps how many invitations any one team member can send. The whole setup is a flow rather than a checklist somebody works through on a Friday.
Human-in-Loop Highlight
Upload Response writes an externally collected response into Pointerpro as though a respondent had submitted it, so answers gathered on a call, on paper, or in another tool get scored on the same model. That is genuinely useful and it is also the one write in this connector with no way back. There is no delete response operation anywhere in Pointerpro's API surface here: contacts have Delete Contact, lists have Delete Contact List, webhooks have Delete Questionnaire Webhook, and responses have nothing. Worse, Upload Response addresses questions by their visible title rather than by an identifier, so a question renamed since the batch was prepared drops its answers silently and the response is still scored, just wrong. Every dashboard and every benchmark drawn from that questionnaire then carries it permanently.
So the import agent maps the batch, scores a sample against the live questionnaire, and stops: "42 responses ready to upload to the Digital Readiness questionnaire. Three question titles in the batch do not match the current questionnaire, affecting 8 answers per response. Sample response scores 61 against an expected 74. Upload as mapped, upload the 39 clean rows only, or hold for remapping?" The engagement lead answers. Reading the mapping, running the sample, and spotting the drift is machine work. Deciding to put 42 permanent rows into a client's benchmark is not.
Agent Capabilities
31 actionsQuestionnaires
6- Get Questionnaire Returns the complete definition of one questionnaire: metadata, response counts, and the nested question block, question, answer option, and translation tree.
- List User Questionnaires Lists every questionnaire a team member is authorized to work with. The only questionnaire listing the API exposes, so it is the starting point for anything that resolves a questionnaire by name.
- Update Questionnaire Authorizations Sets a team member's access per questionnaire, from no access through share only to full edit. Questionnaires not named keep what they had.
- Update Questionnaire Invitation Limits Caps how many email invitations a team member may send for specific questionnaires.
- Copy Questionnaire Duplicates a questionnaire by its URL slug and returns the copy's identifiers. How a master diagnostic is rolled out to a new engagement.
- Create Access Codes Adds entry codes to a code protected questionnaire, for handing out single use or per participant access ahead of a distribution.
Dashboards
2- List User Dashboards Lists every reporting dashboard a team member is authorized to open.
- Update Dashboard Authorizations Grants or revokes a team member's access to reporting dashboards.
Reports
2- Send Report Email Emails the personalized PDF report for one response to the contact who submitted it, using a named report template. Sending the cached report is fast; regenerating first is what you want after a scoring change.
- Update Report Template Authorizations Grants or revokes a team member's access to the report templates attached to a questionnaire.
Team Members
1- Create User Adds a team member and returns their id and permissions, optionally sending the default activation email or a named custom invitation. An existing address answers with the existing user rather than duplicating.
Contacts and Contact Lists
11- Upsert Contacts Creates or updates contacts in bulk. Email is the matching key, so known addresses update rather than duplicate. The safe default write for any sync.
- Get Contact Returns one contact with its name, address, external id, custom data, language, and every custom field stored against it.
- Update Contact Updates one contact. Supplying custom fields replaces the stored set, so send the complete list rather than only what changed.
- Delete Contact Permanently removes a contact. Responses they already submitted are retained but stop being linked to a contact record.
- Create Contact List Creates the grouping that email invitation campaigns target, optionally tying it back to a segment in another system.
- Get Contact List Returns one contact list with its name and integration id.
- Update Contact List Renames a list or changes its integration id. Membership is unaffected.
- Delete Contact List Removes a list. The contacts in it are not deleted, only the grouping.
- List Contact List Members Returns a page of the contacts belonging to a list.
- Add Contacts To Lists Adds contacts to lists in one call. Every contact named is added to every list named, so this is a cross product rather than a positional pairing.
- Remove Contacts From Lists Removes contacts from lists on the same cross product basis. The contacts themselves survive.
Responses
4- List Questionnaire Responses Returns a page of the responses to one questionnaire, with optional from and until bounds and the contact behind each non anonymous response.
- Get Questionnaire Response The richest read in the API: timestamps, duration, geolocation, device, quiz and custom scores with percentages, the contact, the campaign, every question and answer, the outcomes shown, and any formula results.
- List Contact Responses Returns every response one contact submitted across all questionnaires, which is how score movement over time is calculated.
- Upload Response Writes an externally collected response in so it is scored and reported on. Questions are addressed by their visible title rather than an id, and nothing in this connector removes a response afterwards. The operation this page's human gate exists for.
Invitations
2- Trigger Email Invitation Sends a preconfigured invitation to a set of contacts, each receiving their own personalized link.
- Update Campaign Authorizations Controls whether a team member can see the recipient email addresses behind a campaign.
Webhooks
3- Create Questionnaire Webhook Registers a webhook so Pointerpro posts every new response to an endpoint you manage outside FlowRunner.
- Update Questionnaire Webhook Points an existing questionnaire webhook at a different target URL, keeping its identifier.
- Delete Questionnaire Webhook Removes a webhook so Pointerpro stops posting new responses to it. Responses already delivered are unaffected.
Triggers
1 triggersEvent Triggers
1- On Questionnaire Response Starts the flow whenever a respondent submits the selected questionnaire. FlowRunner registers a webhook on that questionnaire and receives the complete response record: timestamps, duration, device and geolocation, the quiz and custom scores, the contact, the language and campaign used, every question with the answer given, the outcomes shown, and any formula results. Pointerpro fires immediately after the response is saved, though a delay of up to 60 seconds can occur, and retries once after 30 seconds if the endpoint does not answer with a 2XX status.
Frequently Asked Questions
What can FlowRunner do with Pointerpro?
FlowRunner agents can run Get Questionnaire, List User Questionnaires, and Update Questionnaire Authorizations in Pointerpro, plus 28 more actions.
Does connecting Pointerpro to FlowRunner require OAuth?
Yes. Pointerpro connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.
Can Pointerpro trigger a FlowRunner workflow automatically?
Yes. Pointerpro supports 1 trigger that can start a FlowRunner workflow automatically.
Other Forms integrations
Start building with Pointerpro
Free plan, no card required. Connect in minutes.