Connect SurveyMonkey and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use SurveyMonkey and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey
Triggers when new a survey is created in SurveyMonkey.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
Do thisActions
Action is the task that follows automatically within your SurveyMonkey integrations.
Create a Contact
Creates a new contact in you address book.
Find Survey
Find one of your Surveys by survey id.
Find collector
Find collector for one of your survey
Find message
Find message in surveymonkey
Find Contact By Email
Search for a contact by their email address in database.
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your SurveyMonkey and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in Clientary (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and Clientary 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 SurveyMonkey and Clientary. 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 SurveyMonkey
SurveyMonkey is a cloud-based survey tool that helps users create, send, and analyze surveys. Users can use a variety of question types, deploy surveys across multiple platforms, and utilize tools for data analysis and integration with other services.
Learn MoreAbout Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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