Survey Booker Integrations

Name: Zapier
Availability: InStock

Put Survey Booker to work with AI and enterprise-grade automation

Automate smarter with Survey Booker and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Xero

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Freshsales Suite

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Evernote

Notes

Sage Accounting

Accounting

Google Calendar

Calendar, Google

QuickBooks Online

Accounting

Xero

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Freshsales Suite

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Evernote

Notes

Xero

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Freshsales Suite

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Evernote

Notes

Sage Accounting

Accounting

Google Calendar

Calendar, Google

QuickBooks Online

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Xero invoices when new terms are received in Survey Booker
Premium
Details
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Survey Booker + Xero
Add new inspection dates from Survey Booker to Google Calendar
Details
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Survey Booker + Google Calendar
Update events in Google Calendar when Survey Booker inspections are rescheduled
Details
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Survey Booker + Google Calendar
Create Outlook events for new inspection dates in Survey Booker
Details
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Survey Booker + Microsoft Outlook
Add new Survey Booker customers to Mailchimp lists
Details
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Survey Booker + Mailchimp
Produce QuickFile invoices for new Survey Booker payments
Details
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Survey Booker + QuickFile

Send Xero invoices when new terms are received in Survey Booker

Details

Try it

Survey Booker + Xero

Add new inspection dates from Survey Booker to Google Calendar

Details

Try it

Survey Booker + Google Calendar

Update events in Google Calendar when Survey Booker inspections are rescheduled

Details

Try it

Survey Booker + Google Calendar

Create Outlook events for new inspection dates in Survey Booker

Details

Try it

Survey Booker + Microsoft Outlook

Add new Survey Booker customers to Mailchimp lists

Details

Try it

Survey Booker + Mailchimp

Produce QuickFile invoices for new Survey Booker payments

Details

Try it

Survey Booker + QuickFile

Get Slack notifications for new Survey Booker payments

Details

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Survey Booker + Slack

Create FreshBooks customers and invoices for new Survey Booker payments

Details

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Survey Booker + FreshBooks

Save new report date estimates from Survey Booker to Google Calendar

Details

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Survey Booker + Google Calendar

Create contacts and sales invoices in Xero from new Survey Booker terms

Details

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Survey Booker + Xero

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Details

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Survey Booker + Microsoft SharePoint

Create new Sage Intacct contacts from new terms in Survey Booker

Details

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Survey Booker + Sage Intacct

Get Slack notifications for new Survey Booker payments
Details
Try it
Survey Booker + Slack
Create FreshBooks customers and invoices for new Survey Booker payments
Details
Try it
Survey Booker + FreshBooks
Save new report date estimates from Survey Booker to Google Calendar
Details
Try it
Survey Booker + Google Calendar
Create contacts and sales invoices in Xero from new Survey Booker terms
Premium
Details
Try it
Survey Booker + Xero
Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker
Premium
Details
Try it
Survey Booker + Microsoft SharePoint
Create new Sage Intacct contacts from new terms in Survey Booker
Premium
Details
Try it
Survey Booker + Sage Intacct

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Trigger
Polling
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Estimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Trigger
Polling
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Inspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Trigger
Polling
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New Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
Trigger
Polling
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New Review
Triggers when a customer has left a new review on Survey Booker.
Trigger
Polling
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Report Uploaded
Triggers when the report has been uploaded to Survey Booker.
Trigger
Polling
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Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Trigger
Polling
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Estimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Trigger
Polling
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Inspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
Trigger
Polling
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Survey Assigned to Surveyor
Triggers when a surveyor is assigned to a survey ID.
Trigger
Polling
Try It

Survey Booker Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Survey Booker

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

HelpHelp

Related categories

Sales & CRM

Survey Booker Integrations

Put Survey Booker to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Xero invoices when new terms are received in Survey Booker

Add new inspection dates from Survey Booker to Google Calendar

Update events in Google Calendar when Survey Booker inspections are rescheduled

Create Outlook events for new inspection dates in Survey Booker

Add new Survey Booker customers to Mailchimp lists

Produce QuickFile invoices for new Survey Booker payments

Send Xero invoices when new terms are received in Survey Booker

Add new inspection dates from Survey Booker to Google Calendar

Update events in Google Calendar when Survey Booker inspections are rescheduled

Create Outlook events for new inspection dates in Survey Booker

Add new Survey Booker customers to Mailchimp lists

Produce QuickFile invoices for new Survey Booker payments

Get Slack notifications for new Survey Booker payments

Create FreshBooks customers and invoices for new Survey Booker payments

Save new report date estimates from Survey Booker to Google Calendar

Create contacts and sales invoices in Xero from new Survey Booker terms

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

Get Slack notifications for new Survey Booker payments

Create FreshBooks customers and invoices for new Survey Booker payments

Save new report date estimates from Survey Booker to Google Calendar

Create contacts and sales invoices in Xero from new Survey Booker terms

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

Supported triggers and actions

Survey Booker Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Survey Booker Integrations

Popular Survey Booker Integrations

Survey Booker Integrations

Put Survey Booker to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send Xero invoices when new terms are received in Survey Booker

Add new inspection dates from Survey Booker to Google Calendar

Update events in Google Calendar when Survey Booker inspections are rescheduled

Create Outlook events for new inspection dates in Survey Booker

Add new Survey Booker customers to Mailchimp lists

Produce QuickFile invoices for new Survey Booker payments

Send Xero invoices when new terms are received in Survey Booker

Add new inspection dates from Survey Booker to Google Calendar

Update events in Google Calendar when Survey Booker inspections are rescheduled

Create Outlook events for new inspection dates in Survey Booker

Add new Survey Booker customers to Mailchimp lists

Produce QuickFile invoices for new Survey Booker payments

Get Slack notifications for new Survey Booker payments

Create FreshBooks customers and invoices for new Survey Booker payments

Save new report date estimates from Survey Booker to Google Calendar

Create contacts and sales invoices in Xero from new Survey Booker terms

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

Get Slack notifications for new Survey Booker payments

Create FreshBooks customers and invoices for new Survey Booker payments

Save new report date estimates from Survey Booker to Google Calendar

Create contacts and sales invoices in Xero from new Survey Booker terms

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

Survey Booker Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Survey Booker Integrations

Popular Survey Booker Integrations

Connect Your App Accounts to Zapier