Connect roofr and SurveyMethods to Build Intelligent Automations

Choose a Trigger

roofr

When this happens...

Choose an Action

SurveyMethods

Automatically do this!

Enable Integrations or automations with these events of roofr and SurveyMethods

Enable Integrations or automations with these events of roofr 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.

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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 roofr

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Frequently Asked Questions

How do I start an integration between roofr and SurveyMethods?

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

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

Absolutely. You can customize how roofr 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 roofr and SurveyMethods?

The data sync between roofr 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 roofr 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 roofr and SurveyMethods?

Yes, you can set conditional logic to control the flow of data between roofr 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.

roofr

About roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

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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.

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