Planfix + SurveyMonkey

Planfix + SurveyMonkey integrations

Create new Planfix tasks from SurveyMonkey responses with answers

Effortlessly streamline your workflow by connecting SurveyMonkey and Planfix. With this automation, every time a new response notification with answers is received in SurveyMonkey, a corresponding new task is created in Planfix. Stay on top of your survey results and simplify your task management process, letting you focus on taking action based on valuable insights.

When this happens...
New Response Notification With AnswersTriggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
TriggerInstant
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New TaskTrigger when a new task is created
ActionWrite

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More things you can do with SurveyMonkey and Planfix

Discover other triggers and actions you can use with SurveyMonkey and Planfix

- Survey
  Required
- Collector
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Contact List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search By
  Required
- Value
  Required
Action
Search
New Comment
Trigger when a comment is created
Trigger
Instant
Try It

Update Comment
Trigger when a comment is updated
Trigger
Instant
Try It
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Try It

- Type
  Required
- Field
  Required
Trigger
Instant
Try It
Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It
- Task No.
  Required
- Text
  Required
- Notify users
- Attachments
Action
Write
- Template
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Comment Id
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
- Task No
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search

- Survey
  Required
- Collector
Trigger
Instant
Try It
- Survey
  Required
- Email Collector
  Required
- Contact Email(s)
  Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
Action
Write
- Survey
  Required
- Collector
  Required
Action
Search
- Survey
  Required
Action
Search
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated
Trigger
Instant
Try It
New Task
Trigger when a new task is created
Trigger
Instant
Try It
Update Task
Trigger when a task is updated
Trigger
Instant
Try It
- ActionId
  Required
- Text
  Required
Action
Write
- Template
- Contact No.
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Contact No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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CRM (Customer Relationship Management)

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About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

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Forms & Surveys

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