Integrations / Forms & Surveys
Manage Iterate surveys from WhatsApp
Flann connects Iterate to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Iterate action. Many businesses run on a contact form and good intentions. With Iterate connected, Flann notices new submissions, checks whether the person is already a customer in your other apps and drafts a reply that fits. You stay in charge of what goes out.
13 actions in Iterate. 6 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Iterate
Type it or say it in a voice note. Flann works out which Iterate action you mean.
“Look up the survey in Iterate.”
“Show me my survey stats in Iterate.”
“Show me my survey responses in Iterate.”
“Send a survey from Iterate.”
“Add a survey recipient in Iterate.”
What Flann can work with in Iterate
Iterate gives Flann 13 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Surveys | look upsend | 3 |
| Survey recipients | addimport | 2 |
Here is what changes when Iterate goes through Flann instead of its own screens.
| Compare | Opening IterateLog in, find it, do it | Iterate through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about surveys | By hand, screen by screen | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 7 changes, made from a message |
| Iterate records | All of them, one screen at a time | 6 kinds, from one chat |
| Set-up | Nothing new to set up | Your Iterate API key, once |
YesPartlyNo
Step by step: Iterate jobs you can hand to Flann
What happens between your message and the result in Iterate.
Find a survey and send it
- You message Flann on WhatsApp: “Find the survey we talked about in Iterate and send it.”
- Flann runs
List Surveysin Iterate and shows you what it found. - Flann runs
Send Surveyin Iterate. - It confirms in the chat once it is sent.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Iterate?”
- Flann runs
Search Company Usersin Iterate and shows you what it found. - Nothing in Iterate is changed: these are look-ups, so they run straight away.
Check your survey responses from WhatsApp
- You message Flann on WhatsApp: “Show me where our survey responses in Iterate stand.”
- Flann runs
List Survey Responsesin Iterate and shows you what it found. - Nothing in Iterate is changed: these are look-ups, so they run straight away.
The Iterate jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Complaints spotted and routed
Today
An unhappy customer sometimes uses the feedback form instead of calling. Their message sits among the compliments until someone notices it days later.
With Flann
“Did anyone complain in the feedback form this week?”
Scanning the week’s responses in Iterate, Flann pulls out anything that reads as a complaint and suggests who on your team should deal with each one. It drafts a handover note with the details.
What you stop doing: A complaint can no longer hide in a list of happy responses.
Event sign-ups at a glance
Today
Before a class, tasting or open day you want to know who is coming. Counting sign-ups means filtering responses and weeding out duplicates.
With Flann
“Who’s signed up for Thursday’s tasting, and any dietary notes?”
Flann reads the sign-ups in Iterate, sets aside obvious duplicates and lists the names with their notes. Dietary and access needs go to the top.
What you stop doing: The guest list no longer gets built by hand.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Iterate
- Search for Iterate in Flann’s Connectors.
- Paste your Iterate API key into the secure form Flann opens. You will find the key in your Iterate account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Iterate action and fills in the details.
Reading from Iterate is instant. Iterate stays connected until you remove it in Connectors.
Ways to use Iterate with Flann
Make a quick form
Tell Flann what you want to ask. It prepares the form in Iterate for you to check.
See new responses
Ask what came in today. Flann reads Iterate and gives you the responses that need attention.
Know what customers think
Ask Flann to summarise the latest survey. It reads Iterate and gives you the main points.
Everything Flann can do in Iterate
All 13 Iterate actions, as Flann sees them.
Looks up 6
- Get Survey
- Get Survey Stats
- List Survey Response Groups
- List Survey Responses
- List Surveys
- Search Company Users
Changes 7
- Add Survey Recipient
- Anonymize Company User
- Bulk Anonymize Company Users
- Bulk Delete Company User Data
- Delete Company User Data
- Import Survey Recipients
- Send Survey
More Forms & Surveys apps Flann works with
Common questions
What can Flann do with surveys in Iterate?
Flann can look up and send surveys in Iterate, using 3 actions (Get Survey, List Surveys, Send Survey). Looking up runs straight away and changes nothing. The other actions create or change surveys in Iterate.
What can Flann do with survey recipients in Iterate?
Flann can add and import survey recipients in Iterate, using 2 actions (Add Survey Recipient, Import Survey Recipients). Each one changes something in Iterate.
How does Flann connect to Iterate?
Open Connectors in Flann, choose Iterate and paste your Iterate API key into a secure form. You will find the key in your Iterate account settings. Once it is connected, Flann can use 13 actions in Iterate.
How do I ask Flann to do something in Iterate?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Iterate action that fits and asks if anything is missing.
Is Iterate included in my Flann plan?
Yes. Every Flann plan includes every app, Iterate included.