Connect SmartSurvey and Vertex to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and Vertex
Enable Integrations or automations with these events of SmartSurvey and Vertex
Triggers
New Response
Triggers when a survey has a new response.
Actions
Create Contact
Creates a contact within a contact list.
Create Contact List
Create a new contact list.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Vertex (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Vertex 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 Vertex. 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.
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About Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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