Using SurveyMonkey actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">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.</p>
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<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> 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.<div class="note" id="zug_action_flow_external_SurveyMonkey__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows are
referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_SurveyMonkey__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting SurveyMonkey to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using SurveyMonkey actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting SurveyMonkey to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">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.</li>
<li class="li">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.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to SurveyMonkey</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">SurveyMonkey</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow SurveyMonkey's prompts to authenticate and complete the
connection.<p class="p">The <code class="ph codeph">Surveys_read</code>,
<code class="ph codeph">Collectors_read</code>, <code class="ph codeph">Collectors_write</code>,
and <code class="ph codeph">contacts_write</code> scopes must be authorized during the
connection process.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> 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.</div>
</li>
</ol>
</div>
<p class="p">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.</p>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using SurveyMonkey actions in action flows</h2>
<div class="body">
<p class="p">SurveyMonkey action steps can be used to create and search files and folders.</p>
<div class="p">The following SurveyMonkey actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Creating contacts</a></li>
<li class="li"><a class="xref" href="#topic_fdn_25z_v3c">Looking up surveys</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Sending surveys</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">Finding collectors</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Creating contacts</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create contact</em> action to create contacts.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e215" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e217" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e215" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e217" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Email ID</code><p class="p">Optional:
<code class="ph codeph">First name</code>, <code class="ph codeph">Last
name</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e215" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e217" style="text-align:left;vertical-align:top;">Contact details</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_fdn_25z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Looking up surveys</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup survey</em> action to look up surveys.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_fdn_25z_v3c__table_alq_bb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e287" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e289" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e287" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e289" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Survey ID</code>,
<code class="ph codeph">Title</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e287" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e289" style="text-align:left;vertical-align:top;">Survey details</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Sending surveys</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Send survey</em> action to send surveys.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_v3p_db1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e358" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e360" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e358" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e360" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Survey ID</code>,
<code class="ph codeph">Collector</code>,
<code class="ph codeph">Email</code><p class="p">Optional:
<code class="ph codeph">Subject</code>, <code class="ph codeph">Message</code>,
<code class="ph codeph">Scheduled date</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e358" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e360" style="text-align:left;vertical-align:top;">Success or failure</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title7">Finding collectors</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Find collector</em> action to find collectors.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qq5_fb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e440" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e442" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e440" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e442" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Survey ID</code>, <code class="ph codeph">Collector
name</code><p class="p">Optional: <code class="ph codeph">Collector
type</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e440" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e442" style="text-align:left;vertical-align:top;">Collector details</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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