Connect SurveyMethods and outline to Build Intelligent Automations

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SurveyMethods

When this happens...

Choose an Action

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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 Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

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 Document

Create Document

Creates a document in outline.

Create an Attachment

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Delete an Attachment

Removes an attachment by ID.

Update a Collection

Update a Collection

Updates an existing collection’s details.

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Frequently Asked Questions

How do I start an integration between SurveyMethods and outline?

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

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

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

How often does the data sync between SurveyMethods and outline?

The data sync between SurveyMethods and outline 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 outline?

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 outline?

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

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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