ceven

Refiner

Syncs customer survey responses and behavioral events into your CRM, triggers follow up actions based on user feedback, and monitors account usage in real time.

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Standard

Why use Ceven?

  1. AI native Refiner integration

    • Describe the outcome and Ceven picks the right Refiner calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Refiner data, across all 10 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Refiner access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Refiner, when, and on whose behalf.
    • The agent pauses and asks when Refiner is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Refiner.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Refiner action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Refiner, and when to use it.

Delete Contact
Use this to permanently remove a specific contact. You must provide the contact id, email, or uuid before calling this.
Get Account Info
Pull current subscription details and environment usage. Use this to audit your plan limits and current consumption.
Get Contact
Retrieve all stored traits and metadata for a known user by providing their unique id.
Get Contacts
Pull a list of contacts from the account. Use this to paginate through your user base or apply filters.
Get Forms
List all surveys and forms. Filter by state or page to find specific active or draft configurations.
Get Reporting
Pull aggregated analytics and metrics for surveys. Filter by time range, question id, or tags to get insights.
Get Survey Responses
Retrieve individual survey responses. Use this after a form is deployed to pull the actual user feedback data.
Get Segments
Pull a list of all defined user segments to see how your audience is partitioned.
Track Event
Record a specific user action by name. Provide the user id or email to link the event to a contact.
Update Contact
Modify attributes or grouping for an existing contact. Use the contact id or email to update traits.

10 actions · scroll to see them all

Frequently asked questions

Ceven implements a sophisticated queuing system to respect the Refiner API limits. Since Refiner imposes strict rate limits on reporting and contact retrieval endpoints, the agent automatically batches requests and introduces exponential backoff when it hits a 429 response. This means your workflows will not crash during large data syncs. If you are moving thousands of contacts, the agent will process them in chunks and provide a status update on the progress. You will notice that reporting calls take slightly longer than single contact updates because the agent prioritizes stability over raw speed to ensure no data is lost during the transfer.
Yes. While Refiner handles the display of the survey, Ceven manages the logic. You can set up a workflow where an event in your own database or a third party tool like Stripe triggers a Track Event call to Refiner. If that event is tied to a specific segment in Refiner, the user will see the corresponding survey the next time they load your page. The agent handles the mapping of the external user id to the Refiner contact id, ensuring the right person gets the right question at the right moment without any manual intervention from your team.
Ceven works with any Refiner account that has API access enabled. However, some capabilities are gated by your specific Refiner subscription. For example, if your plan does not support advanced segmentation or certain reporting metrics, those calls will return an error from the Refiner API. The Ceven agent is programmed to recognize these permission errors and will inform you if a workflow fails because of a tier limitation. We recommend checking your Refiner account settings to ensure you have the required API permissions for the specific data points you want to automate through your workflows.
The agent uses a bi directional sync logic. When a new contact is created or updated in Refiner via a survey response, Ceven detects the change and searches for a matching record in your CRM using email as the primary key. If a match exists, it updates the traits. If not, it creates a new lead. This ensures that your sales team sees the most recent feedback directly on the lead profile. You can customize exactly which Refiner traits map to which CRM fields to keep your data clean and organized across both platforms.
Yes, you can. You can prompt the agent to find a list of contacts based on certain criteria and then loop through that list to call the Delete Contact action. However, for safety, Ceven requires a confirmation step for any bulk delete operation exceeding ten records. The agent will present a summary of the contacts to be removed and ask for your sign off. Once confirmed, it executes the deletions sequentially to avoid triggering API rate limits, ensuring that your Refiner database stays lean without risking accidental data loss.
Refiner contact ids are generally stable, but if you are managing multiple environments, you might encounter discrepancies. Ceven handles this by maintaining a mapping table that links the Refiner uuid to your internal user id. If the agent detects a conflict or a missing id during an update, it will first attempt to resolve the identity using the email address. If the email also fails to match, the agent will flag the record as an orphan and notify you via the workflow log so you can manually reconcile the user identity and prevent duplicate records.
Yes. When the agent pulls responses via the Get Survey Responses tool, it passes the text through a language model to determine the sentiment score. You can then use this score as a filter for downstream actions. For example, you can tell the agent to only create a ticket if the sentiment is negative and the user is in a high value segment. This prevents your team from being overwhelmed by positive feedback while ensuring that critical complaints are addressed immediately. The sentiment analysis happens in the workflow layer, not within Refiner itself.
All data transmitted between Refiner and Ceven is encrypted using industry standard TLS. Once the data enters the workflow, it is processed in an isolated environment. We do not store your Refiner data permanently; the agent pulls the information it needs to execute the specific task and then clears the temporary context. Any data that is pushed to a downstream system, like a CRM or a database, follows the encryption and privacy settings of that target system. You maintain full control over what data is pulled from Refiner and where it is sent.

Alternatives to Refiner

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Typeform logoTypeformSurveyMonkey logoSurveyMonkeyHotjar logoHotjarQualtrics logoQualtrics

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Plug Ceven on top of the tools you already run. Connect Refiner and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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