SurveyMethods
SendGrid
zapier

An automated workflow using zapier

Connects SurveyMethods + SendGrid

Send SendGrid emails for new SurveyMethods responses

About this workflow template

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.

Diagram

Send SendGrid emails for new SurveyMethods responses
Workflow diagram: SurveyMethods + SendGrid integration

How it works?

When this trigger fires in SurveyMethods

SurveyMethods

New Response Completed in SurveyMethods

Triggers when a respondent completes a survey response.

Then this action happens in SendGrid

SendGrid

Send Email in SendGrid

Send an email to one or more recipients.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send SendGrid emails for new SurveyMethods responses.

Part I

Configure Applications

First, we need to connect SurveyMethods and SendGrid to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect SurveyMethods to Zapier.

    Connect SurveyMethods to Zapier.

    Give Zapier access to your SurveyMethods account, using SurveyMethods credentials.

  • Connect SendGrid to Zapier.

    Connect SendGrid to Zapier.

    Give Zapier access to your SendGrid account, using SendGrid credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for SurveyMethods

    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

    Then set up an Action for SendGrid

    Choose this action: Send Email (Send an email to one or more recipients.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between SurveyMethods and SendGrid.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • SendGrid

    Watch contacts (new)

    Triggers when a new contact is created or existing updated. Using New Marketing Campaigns API.

    integromat
    triggerbyintegromat
  • SendGrid

    Watch new recipients (legacy)

    Triggers when a new recipient is created. Using Legacy Marketing Campaigns API.

    integromat
    triggerbyintegromat
  • SendGrid

    Watch new lists (legacy)

    Triggers when a new list is created. Using Legacy Marketing Campaigns API.

    integromat
    triggerbyintegromat
  • SendGrid

    Webhook configure

    This will notify with information about events that occur as SendGrid processes your email.

    pabbly-connect
    triggerbypabbly-connect
  • SendGrid

    Fetch custom actions

    Hidden trigger that retrieves Custom Action entries

    zapier
    triggerbyzapier
  • SendGrid

    Send email

    Send an email to one or more recipients.

    zapierintegrately
    actionbyzapierintegrately
  • SurveyMethods

    Add contact to email list

    Add a contact to an existing email list in SurveyMethods.

    zapierpipedream
    actionbyzapierpipedream
  • SurveyMethods

    Create email list

    Create a new email list in SurveyMethods.

    zapierpipedream
    actionbyzapierpipedream
  • SurveyMethods

    Send a survey invitation

    Send a survey invitation to an email address.

    zapier
    actionbyzapier
  • SurveyMethods

    New response completed

    Triggers when a respondent completes a survey response.

    zapier
    triggerbyzapier
  • SurveyMethods

    New survey created

    Triggers when a new survey is created.

    zapierpipedream
    triggerbyzapierpipedream
  • SurveyMethods

    New response

    New response

    pipedream
    triggerbypipedream

Apps you need

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Zapier

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