Connect SurveyMonkey and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Response
New Survey
Choose an Action
Automatically do this!
Create a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Ready to use SurveyMonkey and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Response
Triggers when new survey response arrives
New Survey
Triggers when new survey is created
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
Do thisActions
Action is the task that follows automatically within your SurveyMonkey integrations.
Create a Contact
Creates a new contact in the address book.
Find Survey
Finds the Surveys by survey id.
Find collector
Find collector for one of your survey
Find message
Find message in surveymonkey
Find contact by email
Finds a contact in SurveyMonkey using an email address.
Create a Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your SurveyMonkey and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in Xero (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and Xero 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 Xero. 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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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