ArcGIS Survey123: Automate Workflows with Integromat

Introduction

This tutorial will guide you through the process of automating workflows in ArcGIS Survey123 using Integromat. By the end of this guide, you'll be able to set up automated email notifications triggered by survey responses, enhancing your workflow efficiency.

Step 1: Create an Integromat Account

• Visit the Integromat website and sign up for a free account if you don't already have one.
• Verify your email address and log in to your Integromat dashboard.

Step 2: Set Up a New Scenario

• In your Integromat dashboard, click on the "Create a new scenario" button.
• In the scenario editor, search for "HTTP" and select the HTTP module.
• Choose the "Webhook" option to set up a trigger for incoming survey responses.

Step 3: Configure the Webhook

• Click on "Add" to create a new webhook.
• Name your webhook for easy identification.
• Copy the generated webhook URL; you'll need this for the Survey123 setup.

Step 4: Connect Survey123 to the Webhook

• Open your ArcGIS Survey123 account and go to the survey that you want to connect.
• Navigate to the "Settings" section of your survey.
• In the "Webhooks" settings, add a new webhook and paste the URL from Integromat.
• Ensure the webhook is enabled to send data upon survey submission.

Step 5: Add an Email Module in Integromat

• Back in Integromat, click the plus icon (+) to add another module after your webhook.
• Search for the "Email" module and select it.
• Choose the "Send an Email" action.

Step 6: Configure Email Settings

• Fill in the necessary fields for the email:
  • To: Enter the recipient's email address.
  • Subject: Craft a subject line that reflects the survey response.
  • Content: Use dynamic fields to include survey responses in the email body.
• Test your email configuration to ensure it works properly.

Step 7: Test Your Automation

• Submit a response through your Survey123 form.
• Monitor Integromat to check if the webhook received the response.
• Verify that an email notification was sent as expected.

Step 8: Fine-Tune and Optimize

• Review and adjust any settings for your webhook or email as necessary.
• Consider adding additional modules in Integromat for further automation, such as data storage or notifications to other platforms.

Conclusion

You have successfully set up an automated workflow to send email notifications based on survey responses using Integromat and ArcGIS Survey123. This automation can save time and ensure timely communication with stakeholders. For further enhancements, explore additional features in Integromat to streamline your data handling processes.