Surveys and Forms
Refiner
11 min
refiner is a customer feedback and survey platform for saas companies integrating refiner with make com lets users automate survey distribution, collect responses, trigger workflows based on feedback, and sync customer insights with crm or email tools this is ai generated content based on official refiner documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //refiner io directly requirements to use the refiner app in make, you must have an active account and an api key, https //refiner io for subscription, refer to the https //refiner io connect refiner and {{product name}} to get started, you must first create a connection between refiner and {{product name}} , allowing the two services to communicate obtain your api key in your refiner account create the connection in make obtain your api key in your refiner account before you create the connection in {{product name}} , you should first obtain your api key in your refiner account to obtain your api key navigate to the dashboard click on integrations click on rest api copy the api key displayed on the screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //refiner io/docs/api/ create the connection in {{product name}} https //www make com/en/register , add the refiner module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your refiner account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page refiner modules after connecting to the refiner app, you can choose from a list of available modules to build your {{scenario plural lowercase}} identify a user adds a new user to refiner or updates the details of an existing user list contacts retrieves a complete list of all contacts from your account make an api call executes a custom api request to the connected service using your authorized credentials track an event monitors and records specific actions or events carried out by users watch completed survey triggers when a user finishes and submits a survey watch user entered segment triggers when a user is added to a specific segment templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} refiner resources you can have access to more resources related to this app on the following links https //community make com/search?q=refiner https //refiner io https //refiner io/docs/api/#introduction https //www make com/en/integrations/refiner