
When this happens...
New Survey Created
New Response Completed
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
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.
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.
Create a new task.
Create a new Project.
Create a new phase(sprint) for your project
Create a New tag.

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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 Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how SurveyMethods data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMethods and Workzappy 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 Workzappy. 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 MoreWorkzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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