Before you can include external actions in your action flows, you must connect the action builder to the external system.

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Summary: ◀▼

You can connect action flows to SurveyMonkey to automate tasks like creating contacts, looking up surveys, sending surveys, and finding collectors. Use a dedicated service account for connections and authorize necessary scopes. This integration helps you manage survey-related actions directly within your workflows, improving collaboration and streamlining survey distribution and contact management.

By connecting the action builder to external systems, such as SurveyMonkey, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.
Note: The steps associated with external systems in action flows are referred to collectively as external actions.
This article contains the following topics:
  • Connecting SurveyMonkey to action builder
  • Using SurveyMonkey actions in action flows

Connecting SurveyMonkey to action builder

Before you can include external actions in your action flows, you must connect the action builder to the external system.

When connecting to external systems for use in action flows, the following best practices are recommended:
  • All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
  • All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
  • When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.
To connect action builder to SurveyMonkey
  1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
  2. Create or edit an action flow.
  3. Open the step sidebar.
  4. Under External actions, click SurveyMonkey.
  5. Click Connect.
  6. Follow SurveyMonkey's prompts to authenticate and complete the connection.

    The Surveys_read, Collectors_read, Collectors_write, and contacts_write scopes must be authorized during the connection process.

    Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.

After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for SurveyMonkey.

Using SurveyMonkey actions in action flows

SurveyMonkey action steps can be used to create and search files and folders.

The following SurveyMonkey actions are available:
  • Creating contacts
  • Looking up surveys
  • Sending surveys
  • Finding collectors

Creating contacts

Use the Create contact action to create contacts.

This action has the following inputs and outputs:

  Variables
Inputs Required: Email ID

Optional: First name, Last name
Output Contact details

Looking up surveys

Use the Lookup survey action to look up surveys.

This action has the following inputs and outputs:

  Variables
Inputs

Optional: Survey ID, Title
Output Survey details

Sending surveys

Use the Send survey action to send surveys.

This action has the following inputs and outputs:

  Variables
Inputs Required: Survey ID, Collector, Email

Optional: Subject, Message, Scheduled date
Output Success or failure

Finding collectors

Use the Find collector action to find collectors.

This action has the following inputs and outputs:

  Variables
Inputs Required: Survey ID, Collector name

Optional: Collector type
Output Collector details
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