SurveyMonkey integration with Salsa Engage
How to Add or update supporters in Salsa Engage and record survey answers from new SurveyMonkey survey submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add or update supporters in Salsa Engage and record survey answers from new SurveyMonkey survey submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Salsa Engage integrations
Salsa Engage actions
Nekton can use any feature that is available in Salsa Engage API.
Using our advanced AI, you can easily create custom automations for Salsa Engage.
Here are some typical actions you can do in your automated workflows.
Add Supporter to Group
This takes a Salsa Engage Supporter ID and adds them to a group
Create or Update Supporter
This will create or update a supporter in Salsa Engage
Create Or Update Donation And Supporter
This action can create or update a supporter AND create a donation record for that supporter in one action
Create Or Update Transaction
This will create or update a transaciton record in Salsa Engage
About Salsa Engage
Salsa Engage is a purpose-built marketing automation, fundraising, advocacy, and peer-to-peer online software for nonprofits.