--- title: "Connect SurveyMonkey to Planfact - APIANT.ai" description: "When \"New Response Notification\" fires in SurveyMonkey, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/surveymonkey-to-planfact" --- # Connect SurveyMonkey to Planfact When **New Response Notification** fires in [SurveyMonkey](https://apiant.ai/connections/surveymonkey), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. SurveyMonkey **2** triggers SurveyMonkey **12** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SurveyMonkey and Planfact 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 SurveyMonkey can start in Planfact - When **New Response Notification** in SurveyMonkey then **Add invoice document** in Planfact - When **New Response Notification With Answers** in SurveyMonkey then **Add project** in Planfact 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 SurveyMonkey and Planfact ## Triggers and actions 2 triggers · 32 actions - 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. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **Get operation** Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **SurveyMonkey** SurveyMonkey is the easiest way to create surveys and get answers.](https://apiant.ai/connections/surveymonkey) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from SurveyMonkey - [ **SurveyMonkey to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/surveymonkey-to-trello) - [ **SurveyMonkey to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/surveymonkey-to-zoom) - [ **SurveyMonkey to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/surveymonkey-to-twilio) - [ **SurveyMonkey to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/surveymonkey-to-typeform) - [ **SurveyMonkey to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/surveymonkey-to-webflow) - [ **SurveyMonkey to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/surveymonkey-to-wix) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## SurveyMonkey and Planfact, answered ### ### What can start an automation from SurveyMonkey? Any of SurveyMonkey's 2 triggers in the catalog, including New Response Notification and New Response Notification With Answers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in SurveyMonkey? Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planfact to SurveyMonkey? Planfact has no triggers in the catalog today, so automations start in SurveyMonkey. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it. ### ### Do I have to build a connector for SurveyMonkey or Planfact? 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 SurveyMonkey and Planfact 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.