Connect folio and SurveyMethods to Build Intelligent Automations

Choose a Trigger

folio

When this happens...

Choose an Action

SurveyMethods

Automatically do this!

Enable Integrations or automations with these events of folio and SurveyMethods

Enable Integrations or automations with these events of folio and SurveyMethods

Triggers

New Survey Created

New Survey Created

Triggers when a New Survey is Created.

New Response Completed

New Response Completed

Triggers when a respondent completes a survey response.

Request a new Trigger for folio

Actions

Create Email List

Create Email List

Create a new email list in a SurveyMethods account.

Add Contact to Email List

Add Contact to Email List

Add a contact to an existing email list in SurveyMethods.

Request a new Action for folio

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Frequently Asked Questions

How do I start an integration between folio and SurveyMethods?

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

Can we customize how data from folio is recorded in SurveyMethods?

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

How often does the data sync between folio and SurveyMethods?

The data sync between folio and SurveyMethods 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 folio to SurveyMethods?

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 folio and SurveyMethods?

Yes, you can set conditional logic to control the flow of data between folio and SurveyMethods. 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.

folio

About folio

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

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SurveyMethods

About SurveyMethods

SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.

Learn More