Connect Survser and Wealthfront to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Survey Response Arrives
Choose an Action
Automatically do this!
- Request a new Action for Wealthfront
Enable Integrations or automations with these events of Survser and Wealthfront
Enable Integrations or automations with these events of Survser and Wealthfront
Triggers
New Survey Created
Triggers when a new survey is created and activated in the project.
New Survey Response Arrives
Triggers when a new completed response is submitted for a selected survey.
Actions
List All Surveys
List all active surveys in the project along with their questions and answer options.
List Survey Responses
Retrieve all completed responses for a selected survey including answers, respondent info, and submission details.
Get Project Details
Retrieve the project details associated with your Survser API key, including project name and domain.
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Frequently Asked Questions
To start, connect both your Survser and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Survser data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Survser and Wealthfront 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 Wealthfront. 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.
Learn MoreAbout Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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