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 a free Power Automate account to create your first Survalyzer automation right away.

How do I connect Survalyzer to Power Automate?

Login to your account, search the Survalyzer Connector in the Connectors Store. The Connection is easy established filling in the following form:

You need the following information:

• Tenant
• The data center (swiss or eu)
• The client secret (reach out to info@survalyzer.com to get it)

Survalyzer offer for all services which are available on the Public API Power Automate Actions.

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

More information about how to connect Power BI though the Survalyzer API can be found here:
https://education.survalyzer.com/knowledge-base/power-bi/

More information about how to connect Power BI though the Survalyzer Data Cube can be found here:
https://education.survalyzer.com/knowledge-base/connect-cube-with-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/