SurveyMonkey integration

What it does

The SurveyMonkey integration turns a client's surveys into the start of an automated workflow. Pick a survey and every completed response starts a run the moment the respondent finishes, with no polling delay. Further triggers fire when a respondent starts a survey, edits a response, or is disqualified by survey logic. Actions read surveys and their answers, copy a master survey for a new client, open web-link and email collectors, send invitations and reminders, and keep the client's address book and contact lists in step with your CRM.

Connect a SurveyMonkey account

1. Sign in to the client's SurveyMonkey account at developer.surveymonkey.com and open My Apps.
2. Create a private or draft app, or open an existing one.
3. On the app's Scopes tab, enable the permissions your workflows need. The response triggers need View Webhooks and Create/Modify Webhooks. Reading answers needs View Responses and View Response Details. Sending invitations needs Create/Modify Collectors and Create/Modify Contacts.
4. Open the app's Settings tab and copy the Access Token.
5. In TaskJuice, open Connections, choose SurveyMonkey, click Connect, paste the token and save.

The token carries exactly the scopes enabled on the app. If an action fails with a permissions error, enable the missing scope on the app.

Triggers

• Response Completed fires when a respondent finishes the chosen survey.
• Response Started fires when SurveyMonkey creates a response on the chosen survey, which happens when a respondent starts it.
• Response Updated fires when an existing response changes, for example when a respondent edits their answers.
• Response Disqualified fires when survey logic disqualifies a respondent.

TaskJuice sets the webhook up for you. Choose the survey from the trigger's Survey dropdown and publish. TaskJuice registers the webhook on that survey in the connected account and removes it again when you unpublish. There is nothing to configure in SurveyMonkey.

A delivery carries IDs, not answers: the survey ID and collector ID (under resources) and the response ID (object_id). To read the answers, add Get Response after the trigger and map those two values into it.

Actions

Surveys and responses

• List Surveys lists surveys. Filter by title to find a single survey.
• Get Survey and Get Survey Details fetch a survey's settings and counts, or its full page, question and answer-choice structure.
• Create Survey creates a blank survey, or copies an existing survey or a SurveyMonkey template.
• List Responses pages through a survey's responses, filtered by status and modified date.
• Get Response fetches one response with every answer.

Collectors and invitations

• List Collectors and Get Collector list a survey's collectors and read one, including its share URL. Filter by name to find a single collector.
• Create Collector adds a web link, email-invitation or SMS collector to a survey.
• Update Collector renames a collector, sets its close date or response limit, or changes its thank-you and redirect behaviour.
• Create Invitation Message, Add Message Recipients and Send Message send a survey by email or SMS in three steps:
  1. Create an invitation, reminder or thank-you message on an email collector.
  2. Add recipients, which can be contacts, whole contact lists or new people.
  3. Send the message now, or schedule it.

Contacts

• Find Contact searches the address book by email, first name or last name.
• Get Contact, Create Contact, Update Contact and Delete Contact read and manage one contact.
• List Contact Lists, Create Contact List and Create Contact in List organise contacts, for example one list per client.
• Get My Account returns the connected user, their plan and the scopes the token was granted.

Known limitations

• Draft and private SurveyMonkey apps are limited to 120 API calls a minute and 500 a day. Webhook triggers use only a call or two when you publish, but busy workflows that call Get Response for every response can reach the daily cap. SurveyMonkey can raise it on request.
• Get Response, List Responses and other answer-level reads need the View Response Details scope, which SurveyMonkey only grants on paid plans.
• SurveyMonkey requires invitation emails to include the [SurveyLink], [OptOutLink], [PrivacyLink] and [FooterLink] placeholders when you write your own body. Invitations are subject to SurveyMonkey's anti-spam policy.
• Send Message sends real email or SMS from SurveyMonkey and cannot be recalled.
• The response triggers watch one survey each. To watch several surveys, publish one workflow per survey.
• SurveyMonkey's team administration, question editing, benchmarks and translations APIs are not part of this integration.