Zapier

Zapier Setup

Zapier is a powerful ally. Hook up SurveyTale with Zapier and you can send your data to 5000+ other apps. Here is how to do it.

Nail down your survey first? Any changes in the survey cause additional work in the Zap. It makes sense

to first settle on the survey you want to run and then get to setting up Zapier.

Step 1: Setup your survey incl. questionId for every question

When setting up the Zap your life will be easier when you change the questionIds of your survey questions. You can only do so before you publish your survey.

Update Question ID

In every question card in the Advanced Settings you find the Question ID field. Update it so that you’ll recognize the response tied to this question.

Already published? Duplicate survey You can only update the questionId when the survey was not yet

published. Already published it? Just duplicate it to update the questionIds.

Duplicate Survey

Step 2: Send a test response

In order to set up Zapier you’ll need a test response. This allows you to select the individual values of each response in your Zap. If you have SurveyTale running locally and you want to set up an app or a website survey, you can use our Demo App to trigger a survey and submit a response.

Submit Test Response

Step 3: Setup your Zap

Go to zapier.com and create a new Zap. Search for “SurveyTale” to get started:

Add New Zap

Then, choose the event you want to trigger the Zap on:

Choose Event

Step 4: Connect SurveyTale with Zapier

Now, you have to connect Zapier with SurveyTale via an API Key:

Connect with SurveyTale - 1Connect with SurveyTale - 2

Now you need an API key. Please refer to the API Key Setup page to learn how to create one.

Once you copied it in the newly opened Zapier window, you will be connected:

Successful Connection

Step 5: Select Survey

Next, you can choose from all the surveys you have created in this environment:

Select Survey

Step 6: Test your trigger

Once you hit “Test” you will see the three most recent submissions for this survey. If you don’t have any submissions in the survey, submit one to continue setting up your Zap:

Test Submission

Now you're happy that you updated the questionId's

Step 7: Set up your Zap

Now you have all the data you need at hand. The next steps depend on what you want to do with it. In this tutorial, we will send submissions to a Slack channel:

Slack Channel Message

In the action itself we can determine the data and layout of the message. Here, we only choose the submission data. You can also refer to the meta data of the submission and the attributes of the person who submitted the survey.

Slack Message

We now receive a notifcation in our Slack channel whenever a Churn survey is completed:

Zapier Message