Integrations Clientary SurveyMonkey
Clientary + SurveyMonkey

Connect Clientary and SurveyMonkey to Build Intelligent Automations

Choose a Trigger

Clientary

When this happens...

Choose an Action

SurveyMonkey

Automatically do this!

Ready to use Clientary and SurveyMonkey automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Clientary integrations.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

Update Expense

Update Expense

Update an exsiting expense.

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Frequently Asked Questions

How do I start an integration between Clientary and SurveyMonkey?

To start, connect both your Clientary and SurveyMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in SurveyMonkey (or vice versa).

Can we customize how data from Clientary is recorded in SurveyMonkey?

Absolutely. You can customize how Clientary data is recorded in SurveyMonkey. This includes choosing which data fields go into which fields of SurveyMonkey, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clientary and SurveyMonkey?

The data sync between Clientary and SurveyMonkey typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clientary to SurveyMonkey?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clientary and SurveyMonkey?

Yes, you can set conditional logic to control the flow of data between Clientary and SurveyMonkey. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Clientary

About Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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SurveyMonkey

About SurveyMonkey

SurveyMonkey is a cloud-based survey tool that helps users create, send, and analyze surveys. Users can use a variety of question types, deploy surveys across multiple platforms, and utilize tools for data analysis and integration with other services.

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