Connect SurveyMonkey and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
Ready to use SurveyMonkey and ServeManager 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.
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes 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.
List Account
List all available account information
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Frequently Asked Questions
To start, connect both your SurveyMonkey and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in ServeManager. This includes choosing which data fields go into which fields of ServeManager, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and ServeManager 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 ServeManager. 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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
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