
When this happens...
New Survey Created
New Response Completed

Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a New Survey is Created.
Triggers when a respondent completes a survey response.
Triggered when a new box is created.
Triggers when a Comment is made on a Box in a Pipeline
Triggered when a new contact is created
Triggers when a Task is created.
Action is the task that follows automatically within your SurveyMethods integrations.
Create a new email list in a SurveyMethods account.
Add a contact to an existing email list in SurveyMethods.
Creating a contact
This call will give you a single pipeline given the key.
List all the teams
List all details for the user specified

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SurveyMethods and Streak accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Streak (or vice versa).
Absolutely. You can customize how SurveyMethods data is recorded in Streak. This includes choosing which data fields go into which fields of Streak, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMethods and Streak 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 SurveyMethods and Streak. 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 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.
Learn MoreStreak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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