This automation scenario allows you to connect SurveyMethods and SendGrid
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in SurveyMethods
Triggers when a respondent completes a survey response.
Then this action happens in SendGrid
Send an email to one or more recipients.
This guide contains information on how to set up an automatic workflow that allows to Send SendGrid emails for new SurveyMethods responses.
Part I
First, we need to connect SurveyMethods and SendGrid to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SurveyMethods to Zapier.
Give Zapier access to your SurveyMethods account, using SurveyMethods credentials.
Connect SendGrid to Zapier.
Give Zapier access to your SendGrid account, using SendGrid credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for SurveyMethods
Choose the following trigger: New Response Completed (Triggers when a respondent completes a survey response.).
Then set up an Action for SendGrid
Choose this action: Send Email (Send an email to one or more recipients.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SurveyMethods and SendGrid.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send SendGrid emails for new SurveyMethods responses!
Triggers when a new contact is created or existing updated. Using New Marketing Campaigns API.
Triggers when a new recipient is created. Using Legacy Marketing Campaigns API.
Triggers when a new list is created. Using Legacy Marketing Campaigns API.
This will notify with information about events that occur as SendGrid processes your email.
Hidden trigger that retrieves Custom Action entries
Send an email to one or more recipients.
Add a contact to an existing email list in SurveyMethods.
Create a new email list in SurveyMethods.
Send a survey invitation to an email address.
Triggers when a respondent completes a survey response.
Triggers when a new survey is created.
New response
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