Integromat allows you to automate many processes and simplifies the transfer of information between apps, saving you bags of time! Integromat offers similar features to Zapier but is more powerful as you can set a single event to trigger a number of different actions to be taken simultaneously.
With the Survey Anyplace integration, you have loads of possibilities of actions that can be executed by Integromat when you receive a new survey response - integrate with Google Sheets, Twilio, WooCommerce, Mailchimp, Dropbox, and many more... the world is your oyster (almost!). Take a look at the list of integrations.
As there are a lot of integrations possible, we will go through the basics of Integromat using an example scenario so that a new survey response received will add a row to a Google Sheet and also create a list in Trello:
- Activating the Integromat Connection
- Creating the Survey Anyplace
- Linking a specific survey to the Integromat scenario
- What should occur after the trigger event
1 Activating the Integromat Connection
Let's start by heading to the Extra Options tab and scrolling down for Integrations.
Click on Integromat and toggle to activate Integromat connection. Then click Save changes to your survey.
2 Creating the Survey Anyplace Scenario
Now sign in to your Integromat account.
To set up the automation, we must build a scenario. Read the Integromat's scenario help guide to learn all the steps in detail, and we'll outline the basics here.
- On the Dashboard page, click create a new scenario.
- Type to search for Survey Anyplace from the list of apps.
- Click Continue, and you'll be taken to the "canvas" to create the scenario.
- Click on the large question mark and choose Survey Anyplace as the first module.
- Now click Watch Response event as the trigger for an action to be taken when a new response is received.
Here's how these steps are done in Integromat:
Now that you've set up the first module, let's see how to connect Integromat to your specific survey.
- Click on the Survey Anyplace icon.
- Click Add to create a webhook to Survey Anyplace.
- Then click Add to add a connection to allow Integromat to connect to Survey Anyplace.
- A box to Create a connection will appear. Click Continue.
- Authorize Integromat to access Survey Anyplace.
3 Linking a specific survey to the Integromat scenario
The final step is to provide the Survey URL. This is the survey link suffix that you'll find at the top of your questionnaire in the Survey Anyplace editor. Copy the link suffix.
Head right back to your Integromat scenario, and click Search URL and paste the link suffix into the box. Click OK, then Save.
|NOTE: If you have not enabled the Integromat connection in your survey, you will get an error "No matches found." Go back to the Extra Options of your survey and activate Integromat connection as explained in section 1.|
4 What should occur after the trigger event
Now you can add a module to specify what should happen after the trigger of a new response. There are over 200 apps that can be integrated with Survey Anyplace - why not check out the other integrations?
We'll just run through a couple of integrations. Click the + sign to add another module.
To create a scenario where a new response triggers a column added to Google Sheets, search for Google Sheets in the list of apps and choose which action you want to take. In this example, we will choose Add a row. Allow Integromat to make a connection, and it can then access your Google account. Choose your spreadsheet from the drop-down list. For more detailed information, read Integromat's guide to Google Sheets.
Another action that you can set is to have a new response trigger a contact added to your Survey Anyplace account.
Select Survey Anyplace as the next module and click Create a contact.
Now select where the data should be taken from to fill in the contact fields. Just drag the relevant variable from the list on the right-hand side to the corresponding field of the contact data. For example, if you asked for the respondent's email address in question 1, scroll down the list to find this variable and drag it over to the email address field.
A really useful feature of Integromat is the routers you can add to your scenario so that a few actions can take place after a new response event. For example, the scenario below shows a new column being added to Google Sheets and a task added to a Trello board.
For full details about using routers, read Integromat's router guide.
Now you're done! Sit back, put your feet up and let Integromat do your work!