Using SurveyMonkey actions in action flows


Before you can include external actions in your action flows, you must connect the action builder to the external system.


What's my plan?







All Suites

Team, Growth, Professional, Enterprise, or Enterprise Plus










Support

Team, Professional, or Enterprise







Summary: ◀▼
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.




By connecting the action builder 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.
Note: The steps associated with external systems in action flows are
referred to collectively as external actions.

This article contains the following topics:
Connecting SurveyMonkey to action builder
Using SurveyMonkey actions in action flows




Connecting SurveyMonkey to action builder

Before you can include external actions in your action flows, you must connect the
action builder to the external system.
When connecting to external systems for use in action flows, the following best practices are recommended:
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.
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.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.



To connect action builder to SurveyMonkey
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.

Create or edit an action flow.
Open the step sidebar.
Under External actions, click SurveyMonkey.
Click Connect.
Follow SurveyMonkey's prompts to authenticate and complete the
connection. The Surveys_read,
Collectors_read, Collectors_write,
and contacts_write scopes must be authorized during the
connection process.

Note: 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.



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.



Using SurveyMonkey actions in action flows

SurveyMonkey action steps can be used to create and search files and folders.
The following SurveyMonkey actions are available:
Creating contacts
Looking up surveys
Sending surveys
Finding collectors




Creating contacts

Use the Create contact action to create contacts.
This action has the following inputs and outputs:










Variables




Inputs
Required: Email ID Optional:
First name, Last
name



Output
Contact details








Looking up surveys

Use the Lookup survey action to look up surveys.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Survey ID,
Title



Output
Survey details








Sending surveys

Use the Send survey action to send surveys.
This action has the following inputs and outputs:










Variables




Inputs
Required: Survey ID,
Collector,
Email Optional:
Subject, Message,
Scheduled date



Output
Success or failure








Finding collectors

Use the Find collector action to find collectors.
This action has the following inputs and outputs:










Variables




Inputs
Required: Survey ID, Collector
name Optional: Collector
type



Output
Collector details








{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10534000898458-Using-SurveyMonkey-actions-in-action-flows",
"url": "https://support.zendesk.com/hc/en-us/articles/10534000898458-Using-SurveyMonkey-actions-in-action-flows",
"headline": "Using SurveyMonkey actions in action flows",
"description": "You can connect an action builder to SurveyMonkey to automate workflows by creating contacts, looking up surveys, sending surveys, and finding collectors through external actions in action flows.",
"articleSection": "Product help",
"datePublished": "2026-04-10T21:30:39+00:00",
"dateModified": "2026-05-26T14:34:53.343695+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10534000898458-Using-SurveyMonkey-actions-in-action-flows"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"
}
}
//
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//

