If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how Survey Booker integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in Survey Booker
Login -> Create new flow -> Select trigger -> Search Survey Booker -> Choose the trigger from the list
Take action in Survey Booker when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Survey Booker -> Choose the action from the list
Trigger
Action

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It removes repetitive admin: automatically create and qualify leads, book appointments, sync clients and job status across apps, trigger invoices and reminders, and run recurring reports — freeing time to win and complete more jobs.
viaSocket connects Survey Booker to calendars (Google, Outlook), accounting (Xero, QuickBooks), forms, SMS/email providers and other business apps so data and actions flow automatically between systems.
Yes. You can add AI-enabled steps in viaSocket workflows for tasks like lead scoring, drafting personalised follow-ups, summarising site notes, or prioritising bookings — improving response speed and conversion without manual work.
No. viaSocket is designed for non-technical operators with a visual workflow builder and pre-made templates. You can get production automations running quickly; optional expert support is available for complex integrations.
Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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