Connect SmartSurvey and Whole Practice to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and Whole Practice
Enable Integrations or automations with these events of SmartSurvey and Whole Practice
Triggers
New Response
Triggers when a survey has a new response.
Actions
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Whole Practice accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Whole Practice (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Whole Practice. This includes choosing which data fields go into which fields of Whole Practice, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Whole Practice 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 Whole Practice. 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 Whole Practice
Whole Practice is a full practice management platform for Wellness Professionals.
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