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Connect FYI to SurveyMonkey and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate FYI with SurveyMonkey - no code necessary. See how you can get setup in minutes.

Select a trigger from FYI

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from SurveyMonkey

An action is what takes place after the automation is triggered. For example, with SurveyMonkey, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FYI to SurveyMonkey

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Triggers and actions are the main components of every automated workflow.

Connect FYI and SurveyMonkey to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect FYI and SurveyMonkey to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Name
      Required
    • Client Email
      Required
    • Create client if it doesn’t exist yet
      Required
    • Export to xero if connected
      Required
    • Export Code
    • Group Name
    • Phone Number
    • Mobile Number
    • Partner Email
    • Manager Email
    Action
    Write
    • Name
      Required
    • Create client if it doesn’t exist yet
      Required
    Action
    Write
    • Name
      Required
    • Web Link
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
    • Subject
      Required
    • Start Date
    • Due Date
    • Create client if it doesn’t exist yet
      Required
    • Client Email
    • Client Name
    • Export Code
    • Assignee Email
    • Delegator Email
    • Message
    Action
    Write
    • Name
      Required
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    • File
      Required
    Action
    Write
    • Name
      Required
    • Create client if it doesn’t exist yet
      Required
    • Client Email
    • Client Name
    • Export Code
    • Partner Email
    • Manager Email
    • Start Date
    • Due Date
    Action
    Write
    • Name
      Required
    • Web Link
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
    • Survey
      Required
    • Collector
    Trigger
    Instant
    Try It

Automate SurveyMonkey: get inspired on the Zapier blog

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About FYI
FYI is a document management service for professionals
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Related categories
  • Accounting
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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.
Help
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