What is Zapier?

Zapier is a tool that allows the user to automate repetitive tasks. It works as a bridge between two applications and can be set up without having to be proficient in coding. When something happens in app nr. 1, Zapier can instruct app nr. 2 to perform an action.

This article describes how you can connect Survio with Zapier. Please consult Zapier’s customer support if you encounter any issues not directly related to Survio.

 

The Zapier integration is only available for our Survio PRO customers. 

 

What can Zapier and Survio do together?

At the moment, Survio supports a trigger and an action. The trigger is “new response”, and the action is “e-mail invitation”.

 

How to connect Survio with Zapier

Connecting Survio with Zapier is very easy. Please follow the instructions below.

 

1. Log in to your Survio and Zapier accounts.

 

2. In Survio, find the survey you’d like to connect with Zapier, by choosing it from the survey overview. Then, click the Settings option from the top menu. Click Integrations on the menu on the left-hand side.

 

 

 

3. Select the topmost option – Zapier – and click Connect to complete the integration.

 

 

 

4. You will be redirected to Zapier, and you will see a website asking you to accept the invitation. The URL begins with “https://zapier.com/developer/public-invite/

 

 

 

5. Click “Accept Invite & Build a Zap” to continue.

 

You’ve now connected Survio and Zapier together, and it’s time to create your first Zap.

 

How to create an automation rule/Zap

Please consult Zapier’s help centre for a thorough introduction to Zapier and its capabilities. Survio's support team is unable to help you with issues unrelated to Survio. 


Let’s create a simple automation rule using one of our surveys and Zapier.

In this example, we’ve chosen to connect our survey “Booking Form” with Zapier, so we can automatically add a calendar event to our Google Calendar when the respondent answers the survey. For our scenario, we will let the survey and its connection with Google Calendar via Zapier act as a simple way to let a lead/respondent book a time to discuss their business needs with you.  

 

Let’s get started.

 

First and foremost, you need to have a survey ready for connection with Zapier, so make sure that you’ve finished the setting it up.

 

1. Log in to Zapier and click on the button Create a new Zap.

 

 

2. From the app list, select Survio – latest, or use the search bar to search for Survio and select Survio – latest. This will be the Trigger (meaning that Zapier looks for a specific event and executes what it's programmed to do).

 

 

3. You’ll be sent to the next screen, where you will start setting up the Event and the Action.

 

For the time being, the only event supported by Survio is New Response. Select this and click Continue.

 

4. Select the account you want to connect.

 

 

5. Select the survey you want to connect. For this example, we’ll choose the survey named Booking form. Click Continue.

 

 

6. To test the connection between Zapier and your Survio account, you will have to click the Test trigger button. This will allow Zapier to find a recent response in your survey that it can communicate with.

 

 

 

7. Click Continue.

 

Creating an Action

An Action is an event performed by each Zap.

You can connect Survio with a variety of apps and programs, but for this example, we’ll connect it with a Google Calendar account so that Survio and Zapier can write events to it.

 

1. Select Google Calendar from the list, or search for it.

 

2. Google will authenticate and approve the connection between Zapier and Google, so please follow the on-screen instructions given if this is the first time you connect Zapier with Google.

 

3. We need to define what Zapier will do with our Google Calendar, and for this example, I’ve asked Zapier to create a detailed event.

 

4. Select the Google calendar account you want to connect and click Continue.

 

5. Now you must define the action of each Zap. This step is important to do correctly as it will define the output to your calendar.

 

First select which calendar you want to sync. You might have several calendars, for example one for birthdays, one for public holidays and one for manually created events.  

 

Then, you can enter the data you’d like Zapier to print to your calendar.

By clicking each field in Zapier, you’ll be given relevant data options based on the context of the field.

 

6. When you’re satisfied with the setup, you must test it. Zapier will execute the action, and if something is wrong, you’ll be informed of this.

 

7. The event has been successfully sent to my calendar, and I can contact the person to plan the next steps.

 

8. Click Publish Zap and you’re ready to use it.

 

Do you have any suggestions on how we can improve our Zapier integration? Please let us know!