Popular ways to use Survey Booker workflows

• Create Outlook events for new inspection dates in Survey Booker

  

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  Survey Booker, Microsoft Outlook

  Survey Booker + Microsoft Outlook

  More details

  1. 

     When this happens

     Step 1: Inspection Date Set

  2. 

     Then do this

     Step 2: Create Event

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  Create Outlook events for new inspection dates in Survey Booker

  

  by Zapier

  Zapier

  Create Outlook events for new inspection dates in Survey Booker

  Try it

  • 
  • 

  Survey Booker, Microsoft Outlook

  Survey Booker + Microsoft Outlook

• Add new Survey Booker customers to Mailchimp lists

  

  by Zapier

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  Survey Booker, Mailchimp

  Survey Booker + Mailchimp

  More details

  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Add/Update Subscriber

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  Add new Survey Booker customers to Mailchimp lists

  

  by Zapier

  Zapier

  Add new Survey Booker customers to Mailchimp lists

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  • 
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  Survey Booker, Mailchimp

  Survey Booker + Mailchimp

• Produce QuickFile invoices for new Survey Booker payments

  

  by Zapier

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  Survey Booker, QuickFile

  Survey Booker + QuickFile

  More details

  1. 

     When this happens

     Step 1: New Payment

  2. 

     Then do this

     Step 2: Create Invoice

  See Zap detailsTry it

  Produce QuickFile invoices for new Survey Booker payments

  

  by Zapier

  Zapier

  Produce QuickFile invoices for new Survey Booker payments

  Try it

  • 
  • 

  Survey Booker, QuickFile

  Survey Booker + QuickFile

• Get Slack notifications for new Survey Booker payments

  

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  Zapier

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  Survey Booker, Slack

  Survey Booker + Slack

  More details

  1. 

     When this happens

     Step 1: New Payment

  2. 

     Then do this

     Step 2: Send Channel Message

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  Get Slack notifications for new Survey Booker payments

  

  by Zapier

  Zapier

  Get Slack notifications for new Survey Booker payments

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  • 
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  Survey Booker, Slack

  Survey Booker + Slack

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

  

  by Zapier

  Zapier

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  • 
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  Survey Booker, Google Calendar

  Survey Booker + Google Calendar

  More details

  1. 

     When this happens

     Step 1: Inspection Date Rescheduled

  2. 

     Then do this

     Step 2: Update Event

  See Zap detailsTry it

  Update events in Google Calendar when Survey Booker inspections are rescheduled

  

  by Zapier

  Zapier

  Update events in Google Calendar when Survey Booker inspections are rescheduled

  Try it

  • 
  • 

  Survey Booker, Google Calendar

  Survey Booker + Google Calendar

• Create FreshBooks customers and invoices for new Survey Booker payments

  

  by Zapier

  Zapier

  Try it

  • 
  • 
  • 

  Survey Booker, FreshBooks

  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

  See Zap detailsTry it

  Create FreshBooks customers and invoices for new Survey Booker payments

  

  by Zapier

  Zapier

  Create FreshBooks customers and invoices for new Survey Booker payments

  Try it

  • 
  • 
  • 

  Survey Booker, FreshBooks

  Survey Booker + FreshBooks

• Add new inspection dates from Survey Booker to Google Calendar

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Survey Booker, Google Calendar

  Survey Booker + Google Calendar

  More details

  1. 

     When this happens

     Step 1: Inspection Date Set

  2. 

     Then do this

     Step 2: Create Detailed Event

  See Zap detailsTry it

  Add new inspection dates from Survey Booker to Google Calendar

  

  by Zapier

  Zapier

  Add new inspection dates from Survey Booker to Google Calendar

  Try it

  • 
  • 

  Survey Booker, Google Calendar

  Survey Booker + Google Calendar

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

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Survey Booker, Google Calendar

  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

  See Zap detailsTry it

  Save new report date estimates from Survey Booker to Google Calendar

  

  by Zapier

  Zapier

  Save new report date estimates from Survey Booker to Google Calendar

  Try it

  • 
  • 

  Survey Booker, Google Calendar

  Survey Booker + Google Calendar

• 

  Customer Resubscribes to Marketing Email

  Triggers when a customer opts back in to marketing emails.

  Trigger

  Scheduled
• 

  Customer Unsubscribed From Email

  Triggers when a customer unsubscribes from a lead nurture email.

  Trigger

  Scheduled
• 

  Estimated Report Date Rescheduled

  Triggers when the estimated report date is rescheduled on Survey Booker.

  Trigger

  Scheduled
• 

  Estimated Report Date Set

  Triggers when the estimated report date has been set on Survey Booker.

  Trigger

  Scheduled
• 

  Inspection Date Rescheduled

  Triggers when the inspection date has been rescheduled on Survey Booker.

  Trigger

  Scheduled
• 

  Inspection Date Set

  Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.

  Trigger

  Scheduled
• 

  New Customer

  Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.

  Trigger

  Scheduled
• 

  New Payment

  Triggers when a new payment is received.

  Trigger

  Scheduled
• Survey Booker

  Triggers when a customer has left a new review on Survey Booker.

  Scheduled

  Trigger

• Survey Booker

  Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.

  Scheduled

  Trigger

• Survey Booker

  Triggers when the report has been uploaded to Survey Booker.

  Scheduled

  Trigger

• Survey Booker

  Triggers when a surveyor is assigned to a survey ID.

  Scheduled

  Trigger