Configuring the application to read Typeform surveys consists of various steps detailed next:
- Create the survey in Typeform
- Create a notification by email for the survey. The email must have this subject:
Typeform::<surveyid>::<surveyurl>
- surveyid is the internal identifier assigned by Typeform
- surveyurl is the url of the survey
- Configure Email Converter in the application so it can read the Typeform notifications
- Configure the Typeform API access key in Settings > Configuration Editor
- That's it, with those two changes, coreBOSCRM will receive an email each time a survey is completed and it will be registered in the application.
- Now you can create workflows associated to the creation event of the different records to have the system act upon them.
- Read surveyid from mail subject
- Read typeform json
- If survey doesn't exist > create it with stats and info
- If it exists > update stats
- Foreach questions > upsert
- Foreach responses
- Get ACL and email
- Attach email to ACL
- Check if done
- If exists > ignore
- If not > create with meta data
- Foreach answer > create answer
- Update lastsync datetime
TBD FIXME: Check all this, document it!
- Limitation. Only works with existing ACL. ??? Really, no anonymous surveys ??? ######
Next | Chapter 10: Integration with Sabre/DAV WebDAV