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Canopy + Qualtrics

Create Canopy contacts from new Qualtrics survey responses

Effortlessly gather and manage new contact information with this simple workflow that connects Qualtrics and Canopy. When a new survey response is received in Qualtrics, this automation will create an individual contact in Canopy, making it seamless and efficient to collect and store your contacts' details. Save time and keep your contact list up to date with this powerful integration!

Effortlessly gather and manage new contact information with this simple workflow that connects Qualtrics and Canopy. When a new survey response is received in Qualtrics, this automation will create an individual contact in Canopy, making it seamless and efficient to collect and store your contacts' details. Save time and keep your contact list up to date with this powerful integration!

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • Mailing ListRequired

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email AddressRequired

    • Phone Number

    • Embedded Data

    • External Reference

    • SurveyRequired

    • Email From NameRequired

    • Reply To Email

    • Message SubjectRequired

    • MessageRequired

    • Sending Delay

    Action
    Write
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
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About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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Related categories

  • Accounting
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier