Refiner
11 min
refiner is a customer feedback and survey tool for saas companies integrating refiner with make com lets users automate survey distribution, sync responses with crms, and trigger workflows based on customer feedback or survey completion events 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 refiner https //refiner io/docs/support/ directly requirements to use the refiner app in make, you must have an active refiner account and an api key, create your account on refiner https //refiner io for subscription, refer to the refiner pricing page https //refiner io connect refiner and to get started, you must first create a connection between refiner and , 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 , you should first obtain your api key in your refiner account to obtain your api key navigate to the dashboard navigate to integrations navigate to rest api copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //refiner io/docs/api/ create the connection in account https //www make com/en/register , add the refiner module to your , 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 connect an application docid\ so88fm6pkt0g adkddfzz page refiner modules after connecting to the refiner app, you can choose from a list of available modules to build your 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 records specific actions or events carried out by users within the system watch completed survey triggers when a user finishes and submits a survey watch user entered segment triggers when a user is added to or joins a specific segment templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created refiner resources you can have access to more resources related to this app on the following links refiner topics on make community https //community make com/search?q=refinerrefiner website https //refiner iorefiner api documentation https //refiner io/docs/api/#introductionrefiner page on make https //www make com/en/integrations/refiner