Salesforce integration with Survalyzer
How to Generate Survalyzer members and invitations from new Salesforce records
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 "Generate Survalyzer members and invitations from new Salesforce records" 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 Survalyzer integrations
Survalyzer actions
Nekton can use any feature that is available in Survalyzer API.
Using our advanced AI, you can easily create custom automations for Survalyzer.
Here are some typical actions you can do in your automated workflows.
Create and Invite Members
This action uploads members to a panel or sample and invites the newly created members to a survey.
Creates a Panel or Sample
This action creates a panel or sample.
Delete Interview
This action deletes an Interview.
Delete Panel
This action deletes the provided Panel.
Delete Survey
This action deletes the provided Survey.
Execute Send Mail
This action sends an E-Mail.
About Survalyzer
Survalyzer is a professional survey tool.