
When this happens...
New Survey Response
New Survey

Automatically do this!
Update Invoice
Delete Supplier
Add Invoice Payment
Create Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Edit Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new survey response arrives
Triggers when new survey is created
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Action is the task that follows automatically within your SurveyMonkey integrations.
Creates a new contact in the address book.
Finds the Surveys by survey id.
Find collector for one of your survey
Find message in surveymonkey
Finds a contact in SurveyMonkey using an email address.
Updates an existing invoice with new details.

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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.

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To start, connect both your SurveyMonkey and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in Daftra (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in Daftra. This includes choosing which data fields go into which fields of Daftra, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and Daftra 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 Daftra. 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.
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 MoreDaftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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