SurveyMonkey + vcita

Create vcita clients from new SurveyMonkey responses with answers

Automate your client onboarding process by instantly creating new clients in vcita whenever there's a new SurveyMonkey response with answers. This workflow helps you save time, eliminate manual data entry, and ensures accurate client information in your vcita account, so you can focus on providing excellent services to your clients.

When this happens...
New Response Notification With Answers
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- SurveyRequired
- Collector
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Contact List
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
- ValueRequired
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It

Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It

- AddressRequired
- Allow Online Payment
- Client IDRequired
- CurrencyRequired
- Due DateRequired
- Invoice Number
- Issued AtRequired
- AmountRequired
- Description
- Discount
- QuantityRequired
- TitleRequired
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- NameRequired
- RateRequired
Action
Write
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

- SurveyRequired
- Collector
Trigger
Instant
Try It
- SurveyRequired
- Email CollectorRequired
- Contact Email(s)Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
Action
Write
- SurveyRequired
- CollectorRequired
Action
Search
- SurveyRequired
Action
Search
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
Action
Write
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

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.

Learn more Help

Related categories

Forms & Surveys

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Forms & Surveys

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About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

SurveyMonkey + vcita

Create vcita clients from new SurveyMonkey responses with answers

New Response Notification

Collector

Create Contact

First NameRequired

Last NameRequired

EmailRequired

Contact List

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Search ByRequired

ValueRequired

New Appointment

Created Invoice

New Payment

Create Invoice

AddressRequired

Allow Online Payment

Client IDRequired

CurrencyRequired

Due DateRequired

Invoice Number

Issued AtRequired

AmountRequired

Description

Discount

QuantityRequired

TitleRequired

Note

Send Email

Source Campaign

Source Channel

Source Name

Source URL

Staff ID

Status

Title

NameRequired

RateRequired

Create Payment

AmountRequired

Client IDRequired

CurrencyRequired

Paid At

Payment MethodRequired

Payment Subject ID

Payment Subject Type

Send Receipt

Staff ID

TitleRequired

Find Client

Search TermRequired

Items Per Page

Page Number

Search By

New Response Notification With Answers

SurveyRequired

Collector

Send Survey

SurveyRequired

Email CollectorRequired

Contact Email(s)Required

Message Subject

Message Body

Hide "Powered by SurveyMonkey"

Find Collector

SurveyRequired

CollectorRequired

Find Survey