Connect Survser and Vertex to Build Intelligent Automations

Choose a Trigger

Survser

When this happens...

Choose an Action

Vertex

Automatically do this!

Enable Integrations or automations with these events of Survser and Vertex

Enable Integrations or automations with these events of Survser and Vertex

Triggers

new survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Trigger for Survser

Actions

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Action for Survser

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Survser and Vertex?

To start, connect both your Survser and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in Vertex (or vice versa).

Can we customize how data from Survser is recorded in Vertex?

Absolutely. You can customize how Survser data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Survser and Vertex?

The data sync between Survser and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Survser to Vertex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Survser and Vertex?

Yes, you can set conditional logic to control the flow of data between Survser and Vertex. 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.

Survser

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

Learn More
Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

Learn More