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Customer experience | Sales, Customer Insights,...
Suggested Answer

Can I create a survey via PowerAutomate or API?

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Hi,

I have a requirement to automatically create surveys or projects via either a power automate flow or using an API.  Basically I would like to integrate with a Salesforce instance such that when a new record is created in a particular object, I can automatically create a new survey or create a copy of an existing one.  I can trigger the flow from Salesforce without problems, but I cannot seem to create the survey in Customer Voice. 

I know I can send a new invitation on an existing survey, but that does not meet my needs - I need to create a new survey. 

I have been able to create a new survey record (and new projects) in Dataverse/Common Data Service via the API (just using Postman for testing/development) but this does not seem to create a survey in Customer Voice. 

So, my question is, is this possible?  Or am I likely doing something wrong in my call to the Dataverse/CDS api?

Thanks

Jason

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  • Suggested answer
    Usha Rathnavel Profile Picture
    Microsoft Employee on at

    Hi Jason,

    Thanks for reaching out. We currently don't have this capability within Customer Voice . However, we do have a work item for this as part of our roadmap for October 2021.

    We would love to understand more on your use-case, and see if the way we are thinking about the feature covers your requirement.

    Can you drop a note to me at usrathna@microsoft.com, so that we can discuss over a call and take this forward.

    Thanks!

    Usha

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