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Survey Booker Integrations

Sales & CRM

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Survey Booker logo
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Integrate QuickBooks Online with Survey Booker

QuickBooks Online

Accounting
Integrate Xero with Survey Booker

Xero

Accounting
Integrate Google Calendar with Survey Booker

Google Calendar

Calendar, Google
Integrate Google Sheets with Survey Booker

Google Sheets

Google, Spreadsheets
Integrate Microsoft Outlook with Survey Booker

Microsoft Outlook

Email, Microsoft
Integrate Filter by Zapier with Survey Booker

Filter by Zapier

Developer Tools, Zapier
Integrate Evernote with Survey Booker

Evernote

Notes
Integrate Gmail with Survey Booker

Gmail

Email, Google
Integrate Formatter by Zapier with Survey Booker

Formatter by Zapier

Documents, Zapier
Integrate QuickBooks Online with Survey Booker

QuickBooks Online

Accounting
Integrate Xero with Survey Booker

Xero

Accounting
Integrate Google Calendar with Survey Booker

Google Calendar

Calendar, Google
Integrate Google Sheets with Survey Booker

Google Sheets

Google, Spreadsheets
Integrate Microsoft Outlook with Survey Booker

Microsoft Outlook

Email, Microsoft
Integrate Filter by Zapier with Survey Booker

Filter by Zapier

Developer Tools, Zapier
Integrate QuickBooks Online with Survey Booker

QuickBooks Online

Accounting
Integrate Xero with Survey Booker

Xero

Accounting
Integrate Google Calendar with Survey Booker

Google Calendar

Calendar, Google

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Popular ways to use Survey Booker workflows

  • Create Outlook events for new inspection dates in Survey Booker

    • Survey Booker logo
    • Microsoft Outlook logo
    Survey Booker + Microsoft Outlook
    More details
    1. When this happens

      Step 1: Inspection Date Set

    2. Then do this

      Step 2: Create Event

    Create Outlook events for new inspection dates in Survey Booker

    Create Outlook events for new inspection dates in Survey Booker
    • Survey Booker logo
    • Microsoft Outlook logo
    Survey Booker + Microsoft Outlook
  • Add new Survey Booker customers to Mailchimp lists

    • Survey Booker logo
    • Mailchimp logo
    Survey Booker + Mailchimp
    More details
    1. When this happens

      Step 1: New Customer

    2. Then do this

      Step 2: Add/Update Subscriber

  • Produce QuickFile invoices for new Survey Booker payments

    • Survey Booker logo
    • QuickFile logo
    Survey Booker + QuickFile
    More details
    1. When this happens

      Step 1: New Payment

    2. Then do this

      Step 2: Create Invoice

  • Get Slack notifications for new Survey Booker payments

    • Survey Booker logo
    • Slack logo
    Survey Booker + Slack
    More details
    1. When this happens

      Step 1: New Payment

    2. Then do this

      Step 2: Send Channel Message

  • Update events in Google Calendar when Survey Booker inspections are rescheduled

    • Survey Booker logo
    • Google Calendar logo
    Survey Booker + Google Calendar
    More details
    1. When this happens

      Step 1: Inspection Date Rescheduled

    2. Then do this

      Step 2: Update Event

  • Create FreshBooks customers and invoices for new Survey Booker payments

    • Survey Booker logo
    • FreshBooks logo
    • FreshBooks logo
    Survey Booker + FreshBooks
    More details
    1. When this happens

      Step 1: New Payment

    2. Then do this

      Step 2: Create Client

    3. Then do this

      Step 3: Create Invoice

  • Add new inspection dates from Survey Booker to Google Calendar

    • Survey Booker logo
    • Google Calendar logo
    Survey Booker + Google Calendar
    More details
    1. When this happens

      Step 1: Inspection Date Set

    2. Then do this

      Step 2: Create Detailed Event

  • Save new report date estimates from Survey Booker to Google Calendar

    • Survey Booker logo
    • Google Calendar logo
    Survey Booker + Google Calendar
    More details
    1. When this happens

      Step 1: Estimated Report Date Set

    2. Then do this

      Step 2: Create Detailed Event

Supported triggers and actions

What does this mean?
survey-booker logo
survey-booker logo

About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories

  • Sales & CRM

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