Connect SurveyMonkey and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
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 Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product 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.
Create Customer
Creates a new customer.
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Frequently Asked Questions
To start, connect both your SurveyMonkey and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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