--- title: "Connect Circleback and SurveyMonkey - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add Contact List\" in SurveyMonkey." canonical: "https://apiant.ai/connect/circleback-to-surveymonkey" --- # Connect Circleback and SurveyMonkey When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add Contact List** in [SurveyMonkey](https://apiant.ai/connections/surveymonkey), or **New Response Notification** in SurveyMonkey to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions SurveyMonkey **2** triggers SurveyMonkey **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and SurveyMonkey to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Circleback and SurveyMonkey can do together ### From Circleback to SurveyMonkey - When **New Action Item** in Circleback then **Add Contact List** in SurveyMonkey - When **New Meeting** in Circleback then **Create Contact** in SurveyMonkey ### From SurveyMonkey to Circleback - When **New Response Notification** in SurveyMonkey then **Create Action Item** in Circleback - When **New Response Notification With Answers** in SurveyMonkey then **Update Action Item** in Circleback Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Circleback and SurveyMonkey ## Triggers and actions 4 triggers · 36 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **New Response Notification** Triggers a notification when your survey is completed. - Trigger **New Response Notification With Answers** Fires when a response to the chosen survey is completed, and delivers the full response including every question's answers. - Action **Add Collector** Creates a collector (weblink, email, SMS or website popup) for a survey. - Action **Add Contact List** Creates a new contact list in the SurveyMonkey account. - Action **Add Survey** Creates a new survey in SurveyMonkey: a blank survey, or a copy of an existing survey or template. - Action **Create Contact** Creates a new contact in your SurveyMonkey address book, ready to receive email or SMS survey invitations. - Action **Find Collector** Returns the collectors on a survey whose name matches the specified name. - Action **Find Contact** Returns up to 100 contacts that match the search text in the chosen contact field (email by default). - Action **Find Survey** Returns up to 1000 surveys whose title matches the specified search text. - Action **Get Contact** Returns one SurveyMonkey contact by its id, with name, email, phone number and custom fields. - Action **Get Response** Retrieves one survey response in full, including the answers to every question. - Action **Get Survey** Returns a survey's full details, including its pages and questions. - Action **List Contact Lists** Lists the contact lists in your SurveyMonkey account. - Action **Update Contact** Updates an existing SurveyMonkey contact. Only the fields you fill in are changed; blank fields are left as they are. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **SurveyMonkey** SurveyMonkey is the easiest way to create surveys and get answers.](https://apiant.ai/connections/surveymonkey) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into SurveyMonkey - [ **HubSpot to SurveyMonkey** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surveymonkey) - [ **Salesforce to SurveyMonkey** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surveymonkey) - [ **Slack to SurveyMonkey** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-surveymonkey) - [ **Google Sheets to SurveyMonkey** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-surveymonkey) - [ **Gmail to SurveyMonkey** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surveymonkey) - [ **Google Calendar to SurveyMonkey** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surveymonkey) Questions ## Circleback and SurveyMonkey, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SurveyMonkey when something happens in Circleback? Any of SurveyMonkey's 12 actions, including Create Contact, Update Contact, Add Collector and Add Contact List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SurveyMonkey to Circleback? Yes. When something happens in SurveyMonkey, your agent can act in Circleback too. This page covers both directions: SurveyMonkey's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or SurveyMonkey? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Circleback and SurveyMonkey without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.