Integrating with Third Party Applications
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Integrating with Third Party Applications

FluidSurveys can be integrated with a variety of third party applications. Once you have added an integration you can create automations to do things like automatically send responses to Dropbox, create a case in Zendesk, or update your status on Facebook or Twitter. The following is a list of all integrations available with FluidSurveys.

Bitly

This integration lets you deploy your surveys with a Bitly short link. Once you have authorized this integration, click the Bitly button next to your deploy link in the Web Deployment section to generate a Bitly deploy link. Click the button a second time to get a regular deploy link.

Box

The Box integration lets you send and store responses in your Box account.

Setting up the Box Integration

To set up a Box integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Box.
  3. Login or create an account and authorize FluidSurveys.
  4. In your Box account, set a Default Response Folder and a Default File Upload Folder. If you don’t set these, a file called “fs_responses” will be created in your Box account and set as the default.
  5. Select Automations from the Tools** menu and click + Create Automation.
  6. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  7. In the Actions section of the automation, select Box and Store Content.
  8. Optionally select a delay. This delays your action from happening for the specified time period after the triggering event occurs.
  9. Select the survey you’d like to send data from.
  10. In the Storage Configuration box, select the Type of content you’d like to store and make sure the name in the Folder field matches the one you set in Box. If it doesn’t, change it.
  11. Save your automation.
 

Dropbox

The Dropbox integration lets you send and store responses in your Dropbox account.

Setting up the Dropbox Integration
  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Dropbox.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  6. In the Actions section of the automation, select Dropbox and Store Content.
  7. Optionally select a delay. This delays your action from happening for the specified time period after the triggering event occurs.
  8. Select the survey you’d like to send data from.
  9. In the Storage Configuration box, select the Type of content you’d like to store and enter the file path to the Dropbox folder you’d like to store in, for example /Public/fs_uploads/.
  10. Save your automation.
VIDEO Save Responses to Dropbox
 

Facebook

The Facebook integration lets you update automate updates to your Facebook status. For example, make a post anytime a survey response comes in.

Setting up the Facebook Integration

To set up a Facebook Integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Facebook.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  6. In the Actions section of the automation, select Facebook and Update Status.
  7. Optionally select a delay. This delays your action from happening for the specified time period after the triggering event occurs.
  8. Compose the status to be posted to Facebook. You can select elements to be piped into your message from the drop down in the upper right corner of the compose box. For examples, selecting Survey Name inserts [survey_name] into your message. When the message is posted to Facebook, this code will be replaced with the name of the survey that has triggered the post.
  9. Save your automation.
 

FreshBooks

The FreshBooks integration lets you trigger actions based on FreshBook events or trigger FreshBook Actions based on FluidSurveys events. For example, you can automatically send a client a satisfaction survey 3 days after they have paid their invoice to get their feedback on the service provided. Or create a new FreshBooks client any time someone creates a response to a particular survey.

Setting up the FreshBooks Integration

FreshBook Events that can be used to trigger actions:

  • Client Created
  • Client Deleted
  • Client Updated
  • Estimate Created
  • Estimate Deleted
  • Estimate Sent By Email
  • Estimate Updated
  • Expense Created
  • Expense Deleted
  • Expense Updated
  • Invoice Created
  • Invoice Deleted

FreshBook actions that can be triggered by FluidSurveys events:

  • Create Client
  • Create Estimate

To set up a FreshBooks Integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select FreshBooks.
  3. Login or create an account and authorize FluidSurveys. You will need to enter the subdomain for your FreshBooks account to authorize. The subdomain will be the beginning of the URL you use to access your account: subdomain.freshbooks.com.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. If you want to trigger an action from a FreshBooks event, select FreshBooks from the Events drop down and pick an event type from the drop down that appears. Then define the action you want to trigger under Actions. For example, to send a survey invite email, select FluidSurveys, Send Email, and the survey you’d like them to take. Compose the email message and in the Recipients field, select the client or staff field from the FreshBooks fields drop down the corresponds to an email address.
  6. If you want to trigger a FreshBooks action, define your triggering event and then select FreshBooks in the action menu and either Create Client or Create Estimate. Click on + Add Mapping in the mapping box that appears to map the correct values in your survey responses to your FreshBook fields. For example, select First Name from the fields menu and then select the survey Response Field that asks for the respondents first name. Add additional mappings using the + Add Mapping button. If you are creating and estimate, you can also map FreshBooks line items to survey fields.
  7. Save your automation.
 

Google

The Google integration lets you send and store responses in your Google Drive account.

Setting up the Google Integration

To set up a Google integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Google.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  6. In the Actions section of the automation, select Google and Store Content.
  7. Optionally select a delay. This delays your action from happening for the specified time period after the triggering event occurs.
  8. Select the survey you’d like to send data from.
  9. In the Storage Configuration box, select the Type of content you’d like to store and enter the file path to the folder you’d like to store in, for example /fs_uploads/.
  10. Save your automation.
 

MailChimp

The MailChimp lets you automate actions based on MailChimp events, for example, when a new subscriber is added to a campaign, send them a survey. Or you can automate actions in MailChimp based on FluidSurveys events. For example, automatically add a respondent as a MailChimp subscriber when they provide their email address in a survey.

Setting up the MailChimp Integration

Mailchimp events that can be used to trigger actions (theses events are triggered whether they are initiated by a subscriber or a Mailchimp admin):

  • Campaign Sending Status: Triggers when a campaign is sent or cancelled.
  • Cleaned Emails: Triggers when an address is removed from your subscribers list because of a hard bounce.
  • Email Address Changes: Triggers when a subscriber’s email address has changed.
  • Profile Updates: Triggers when a subscriber’s name or email address changes or when they are added or removed from a group.
  • Subscribes: Triggers when a subscriber is added to your campaign.
  • Unsubscribes: Triggers when a subscriber unsubscribes from your campaign.

Mailchimp actions that can be triggered by FluidSurveys events:

  • Delete Campaign
  • Pause Campaign
  • Resume Campaign
  • Send Campaign Immediately
  • Subscribe to List
  • Unschedule Campaign
  • Unsubscribe from List
  • Update List Subscriber: Updates the email address for a current subscriber.

To set up a MailChimp integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select MailChimp.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. If you want to trigger an action from a Mailchimp event, select Mailchimp from the Events drop down and pick an event type from the drop down that appears. Then define the action you want to trigger under Actions. For example, to send a survey invite email, select FluidSurveys, Send Email, and the survey you’d like them to take. Compose the email message and in the Recipients field, select the field from the Mailchimp drop down the corresponds to subscribers email address.
  6. If you want to trigger a Mailchimp action, define your triggering event and then select Mailchimp in the action menu and select an action. If you have selected an action that involves updating your subscriber lists, click on + Add Mapping to map the correct values from your survey responses to your MailChimp subscriber fields. For example, select First Name and then select the survey Response Field that asks for the respondents first name. Add additional mappings using the + Add Mapping button. If your action involves campaigns, select the campaign you want the action to use.
  7. Save your automation.
 

Olark

The Olark integration lets you enable Olark chat support on any of your surveys.

Setting up the Olark Integration

To set up an Olark integration:

  1. Select Integrations from the Tools menu.
  2. Click + New Integration and select Olark.
  3. Create an Olark account or login to an existing account.
  4. Select a survey from your dashboard.
  5. Click the settings icon settings and click Other Options.
  6. Select Enable Olark real-time chat plugin.

Your survey will now include a chat bubble allowing respondents to chat with you using Olark.

VIDEO: Integrating FluidSurveys with Olark
 

SalesForce

The SalesForce integration allows you to pull data in from your SalesForce account to populate your surveys and push data back to SalesForce. For example, set up a survey that asks respondents for contact information and creates contact records in SalesForce. Then send out follow up surveys that pull from SalesForce and allow respondents to view and update this information and pushes any updates back to SalesForce. You can also trigger automations from SalesForce and import contacts from SalesForce to your contacts list. For more on setting up the SalesForce integration see: Integrating with SalesForce.

VIDEO: SalesForce Integration

Twitter

The Twitter integration lets you tweet to your Twitter account. For example, make a post anytime a survey response comes in.

Setting up the Twitter Integration

To set up a Twitter Integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Twitter.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  6. In the Actions section of the automation, select Facebook and Update Status.
  7. Optionally select a delay. This delays your action from happening for the specified time period after the triggering event occurs.
  8. Compose the status to be posted to Twitter. You will only be able to enter 140 characters. You can select elements to be piped into your message from the drop down in the upper right corner of the compose box. For example, selecting Survey Name inserts [survey_name] into your message. When the message is posted to Twitter, this code will be replaced with the name of the survey that has triggered the post. Note, leave room in your message for number of characters the piped value could require.
  9. Save your automation.
VIDEO: Integrating with Twitter
 

Zapier

The Zapier integration lets you create connect FluidSurveys to a variety of supported applications and automate tasks with Zaps. Choose from a variety of Zap templates or create your own.

To set up the Zapier integration log into your Zapier account and add FluidSurveys to your application list.

Zendesk

The Zendesk integration lets you automatically create Zendesk tickets based on FluidSurveys actions. For example, you can set up a customer satisfaction survey that automatically creates a ticket if a respondent indicates that they are having a problem or would like to make a purchase.

Setting up the Zendesk Integration

To set up Zendesk integration:

  1. Select Integrations from the Tools drop down.
  2. Click + New Integration and select Zendesk.
  3. Login or create an account and authorize FluidSurveys.
  4. Select Automations from the Tools** menu and click + Create Automation.
  5. Define the triggering Event and optional Filters. For more on setting up automation see: Creating an Automation.
  6. Map the FluidSurveys fields that collects the description for the Zendesk ticket.
  7. Optionally map the FluidSurveys fields that collect the requester’s name, email address, assignee id, or group id.
  8. Select whether the created tickets categorized as a Problem, Incident, Question, or Task.
  9. Select a priority level for your tickets and optionally change the status from the default of New.
  10. Save your automation.