Automations & Integrations

Power Automate

Power Automate lets you integrate your systems with Survalyzer and offers countless integration possibilities. All Automations can be configured without coding or knowledge of the underlying API and helps to complete repetitive tasks effortless.

Getting Started with Power Automate

Sign up for the Power Automate account to create your first Survalyzer automation right away.

How do I connect Survalyzer to Power Automate?

Login to your account and go to the ‘Connections’.

Click ‘New Connection’.

Type ‘Survalyzer’ into the search field and select the appropriate connector – depending on your data center.

A dialogue window will then appear, asking you – first – to provide Client_id and the client_secret (can be found in the account setting on the tab Automation), and then to enter a display name for the connector (you can leave this field empty or simply add any name for the connection you are creating – if you do not enter a name in this field, the connection will appear in the list with the default name: Survalyzer Swiss or Survalyzer EU).

Once everything is ready and configured, click ‘Create’.

After successfully saving all the details, the new connection should appear in the list.

From this point on, you can use all the calls offered by Survalyzer’s public API – all you need to do is add the appropriate operation to your flow in Power Automate.

With the the provided Actions, every integration with Survalyzer can be done in a short amount of time without any coding knowledge.

Zapier

Zapier lets you connect Survalyzer to 3,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically. 

Getting Started with Zapier

Sign up for a free Zapier account, from there you can jump right in.

How do I connect Survalyzer to Zapier?

1. Log in to your Zapier account or create a new account.
2. Navigate to “Survalyzer” from the top menu bar.
3. Now click on “Connect a new account…” and search for “Survalyzer”
4. Use your credentials to connect your Survalyzer account to Zapier.
5. Once that’s done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you’ll be walked step-by-step through the setup. 
6. Need inspiration? See everything that’s possible with Survalyzer and Zapier.

If you have any additional questions, you can reach out to contact@zapier.com.

Popular use cases

Survalyzer offers the following integration functionality to cover the most common cases:

• Trigger
  • New Response
• Actions
  • Read Workspaces
  • Read Surveys
  • Read Members
  • Read Interviews
  • Create Member
  • Invite Member
  • Delete Member

To Setup an integration the first step is to create a trigger. The two main use cases are:

• Cyclical actions triggered by a timer (e.g. export of interviews)
• Realtime actions when a interview is completed (e.g. import the interview to Salesforce and attach it to the customer record)

The next step is to connect the integration with your Survalyzer account:

The Survalyzer Url contains the tenant and the data center:

After the connection is established the final step is to add the action of choice:

By following these easy guided steps a complex integration task could be finished within minutes. If you have questions regarding the Survalyzer Zapier integration please contact us we are happy to assist.

Power BI

How to use the Survalyzer API connection with PowerBi?

If you are interested in integrating this tool with Survalyzer, we encourage you to read the dedicated article on how to use the Survalyzer API as a data source in PowerBI.

Qlik Sense Cloud

More information about how to connect Qlik Sense Cloud though the Survalyzer API can be found here:
https://education.survalyzer.com/knowledge-base/qliksense/

Tableau Cloud / Tableau Desktop

Tableau doesn’t have the possibility to connect a rest API, therefore the only way to consume data is a data cube. To commission a data cube please open a ticket within the Survalyzer Application and provide the following information:

• Survey for which the data cube shall be created
• User email for authentication

The support team sends an Entra ID invitation for this user and commissions the data cube. Afterwards the cube can be connected with the following steps:

1. Choose “Microsoft SQL Server Analysis Services”

2. Provide the server URL (asazure://westeurope.asazure.windows.net/survalyzeranalysiseu) and choose OAuth Authentication

3. Connect with the provided User

4. Give the consent to connect

5. Choose the desired cube in Tableau

All survey and member data is now available to be used in Tableau.