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Zapier: Use Zapier to create notes in Research Hub

​How to create Research Hub notes using Zaps from other web apps automatically

Written by Agnieszka

You can push data from dozens of other web services and make Research Hub a central platform for all customer insights by using Zapier to:

  • create notes in Research Hub based on received data, such as emails, chat conversations, or social media posts,

  • apply automation rules and enjoy automatic feedback collection,

  • connect Research Hub with tools you use daily – choose from +1,000 apps.

Connect Survicate with Zapier

Step 1. Navigate to the Hub in your Survicate Panel, and click on Data Sources:

Step 2. In the Integrations tab, find Zapier on the list of sources, and click the Connect button. Then, in the upper right corner, click Connect again:

Step 3. A pop-up window will appear to log in to your Zapier account or create a new account.

Step 4. After logging in, navigate to App Connections ➡️ Apps in Zapier.

Step 5. Search for Survicate and click Connect.

Step 6. Provide your API Key to connect your Survicate account to Zapier.

You can find API Key in your Settings ➡️ Access keys.

Step 7. When you connect the Survicate account to Zapier, you can test the connection.

Create a zap

Once that's done, you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge; you'll be walked step-by-step through the setup. 

Step 1. To create notes in Feedback Hub based on Zaps, in Triggers, choose a tool from which you'd like to send data and feedback to Survicate.

Step 2. Then, in the Action step, choose Survicate and Create Note.

Step 2. Create a template based on data from your Trigger.

As you can see, you can send the whole Slack message to Notes, along with additional info, like author and tags.

Using the Research Hub

Now that you have synced App Store reviews to Research Hub, they can be used in your Reports. Once you create a Report, the reviews can be used to draw conclusions and identify your application's strengths and pain points. The detailed scheme of your report, and its main topics, depend on your project description, provided in the process of creating the project. Once you create a Report, you'll see four tabs:

Report

The report is the main part of the project, as it's created based on the information and criteria you provided while adding a new project. Below, you can see an excerpt of an exemplary project created solely based on Zapier notes.

You can verify the sources for all the report's conclusions by clicking the purple annotations. Then, the source will be shown on the right side of the screen:

Insights

All data you decide to send to the Research Hub from various sources will be presented as pieces of feedback for you to analyze:

If you find a specific Insight specifically valuable and you want to know more about it, you can add the Insight to the Tracked list (by clicking the Track button). Once the Insight is moved to Tracked, you'll be able to see a full Summary:

In the second tab (Feedback), you can see specific reviews this Insight is based on:

Dashboard

In the Dashboard tab, you can create custom charts and dashboards within your Research Project. These charts and dashboards are specific to the feedback and analysis of particular research projects. Click +Add Chart to create your first widget. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data.

Once you create your first widget, you can add more via the +Add Chart button in the upper right-hand corner of the screen:

❗ If you want to use the Insights Breakdown, please note that only the tracked insights will be included.

Research Assistant

The Research Assistant can answer your question based on data from various sources that you synced to the Research Hub and used in this Research project.

Data

In the Data tab of your Research Project, you can adjust or add new data sources to the Project. You can connect more integrations, connect selected surveys, add files, or transcriptions.

If you add more data to your project and want to include it in the report, click Regenerate. Please note that a report has to be approved for the Regenerate button to appear:

Setup

In the Setup tab of your Research Project, you can update the project's name, type, sources, description, and more. Please note that making these changes may regenerate the Report and Insights.

🧠 You can read more about Research Hub, its features, and settings in our main Research Hub article.

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com

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