Connect SmartSurvey and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
New Response
Choose an Action
Automatically do this!
Get All Users
List Users
List Locations
List Parts
List Assets
List Custom Fields
List Work Order Custom Fields
List Work Orders
List Meters
List WorkOrder Cost Categories
Create Work Order
Update Purchase Order
List Purchase Order
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
Do thisActions
Action is the task that follows automatically within your SmartSurvey integrations.
Create Contact
Creates a contact within a contact list.
Get All Users
Get details of all existing users
List Users
List all users for your account.
List Locations
List All Locations
List Parts
List All Parts
List Assets
List All Assets.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Upkeep. This includes choosing which data fields go into which fields of Upkeep, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Upkeep typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SmartSurvey and Upkeep. 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.
About SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
Learn MoreAbout Upkeep
Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.
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