Connect SurveyMonkey and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use SurveyMonkey and PandaDoc automations
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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.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
Document Created
Triggers when a document is Created.
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.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your SurveyMonkey and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and PandaDoc 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 PandaDoc. 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 PandaDoc
Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.
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