Connect SurveyMethods and ArcSite to Build Intelligent Automations

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SurveyMethods

When this happens...

Choose an Action

ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Project

New Project

runs when new project is created

Request a new Trigger for SurveyMethods

Do thisActions

Action is the task that follows automatically within your SurveyMethods integrations.

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.

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Request a new Action for SurveyMethods

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Frequently Asked Questions

How do I start an integration between SurveyMethods and ArcSite?

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

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

Absolutely. You can customize how SurveyMethods data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SurveyMethods and ArcSite?

The data sync between SurveyMethods and ArcSite 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 SurveyMethods to ArcSite?

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 SurveyMethods and ArcSite?

Yes, you can set conditional logic to control the flow of data between SurveyMethods and ArcSite. 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.

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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ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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