Connect SurveyMethods and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Response Completed
Choose an Action
Automatically do this!
Generate Document From Template
Ready to use SurveyMethods and TemplateDocs automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
Do thisActions
Action is the task that follows automatically within your SurveyMethods integrations.
Create Email List
Create a new email list in a SurveyMethods account.
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your SurveyMethods and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how SurveyMethods data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMethods and TemplateDocs 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 TemplateDocs. 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 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.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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