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Peak Atlas

Peak Forms · Documents

An inquiry becomes a document,
not retyping.

The answers of a project inquiry are ready in structure. Via webhook you fill a document template or create a folder with them, without copying anything by hand.

Start for free

File uploads inside the form are not available yet.

Peak FormsYour answer
HubSpotThe matching field
HubSpot · CRM adapter
One mapping in detail
01 / Peak FormsEmail
02 / Fictional test valuedemo@example.com
03 / HubSpotemail

A readable field path from the adapter. No transfer, no verified delivery.

View all 5 mappings
Field mapping from the existing adapter. Fictional values, no delivery.
Peak FormsHubSpot property
Emailemail
First namefirstname
Last namelastname
Lifecycle stagelifecyclestage
Lead statushs_lead_status
Code present
Delivery unverified
The connection is set up in the real product. No OAuth happens here.
One concrete target

Understand fields. Check access.

HubSpotReceipt in the target accountNot checked yet

A mapping shows the translation. Only a test in the authorised account shows that data arrived.

02 / How to set it up

Build once, use always.

A fictional agency uses the “Get to know the project” template and creates a briefing document for each inquiry.

  1. 01 / Template

    Create a template

    Create a template with placeholders for the answers in your document tool.

    Placeholders for the answers.GoalTimingBudget range
  2. 02 / Webhook

    Connect the webhook

    Create a webhook for “form submitted” in Peak One and enter the address from Zapier, Make or n8n.

    form.submitted with all answers.Zapier, Make or n8nA fixed ID per questionAlways the same placeholder
  3. 03 / Storage

    Map with a test

    Send a test event and map each answer to the matching placeholder.

    One folder per inquiry.Name and company name itDocument template filledCSV export as archive

Trust needs clarity

Who creates what.

01 / The existing evidence

Structured answers

Every question has a fixed ID. So the budget always lands in the same placeholder of your template.

Adapter / ReceiptDELIVERY OPEN
Peak FormsField mappingHubSpot
Adapter in source code
Present
Receipt in the target account
Not checked

02 / Your check

Your check

Send a test event and map each answer to the matching placeholder. Which storage you use is up to your automation tool.

Account
Not connected
Permission
Grant in the product

03 / The clear limit

What's missing

File uploads and signatures inside the form are not available yet; they're planned, without a fixed date. Documents aren't created by Peak Forms itself but by your automation tool with the data from the webhook.

  • Adapter
  • Webhook
  • Embed
  • Planned

The next step

No more retyping.

Create your inquiry form, then connect it to your storage.

Start for free
Your field translationNOT CONNECTED
Peak Forms→HubSpot
Email → email

Check in the target account what actually arrived.

Durum

Documents and storage today.

Tools not listed here are usually also reachable through Zapier, Make or n8n.

Storage

Documents

Inside the form

Frequently asked questions

How do I still get files from clients?

Ask for a link in the form, for example to a shared folder. The “URL” field checks that it's a valid link.

Can I create a PDF of the responses?

Through a document template in your automation tool, yes. Peak Forms itself exports CSV.

Can the inquiry become a proposal?

The answers form the basis for your proposal draft. There's no automatic hand-off into Peak Offer.

Goes well with this