Connect Survser and Personal Capital to Build Intelligent Automations
Enable Integrations or automations with these events of Survser and Personal Capital
Enable Integrations or automations with these events of Survser and Personal Capital
Triggers
new survey is created
runs when new survey is created
new survey response arrives
runs when new survey response arrives
Actions
Show surveys
Displays all surveys in your Survser account.
new survey response arrives
runs when new survey response arrives
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Survser and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Survser data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Survser and Personal Capital 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 Survser and Personal Capital. 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 Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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