Casebook + Qualtrics
Create Casebook cases from new Qualtrics survey responses
Effortlessly manage your survey responses with this efficient workflow between Qualtrics and Casebook. When a new survey response is received in Qualtrics, it automatically creates a case in Casebook for seamless tracking and organization. Stay on top of your data and improve decision-making with this easy-to-use automation.
Effortlessly manage your survey responses with this efficient workflow between Qualtrics and Casebook. When a new survey response is received in Qualtrics, it automatically creates a case in Casebook for seamless tracking and organization. Stay on top of your data and improve decision-making with this easy-to-use automation.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create a Case
Creates a new Case in cb Engage.
- Free forever for core features
- 14 day trial for premium features & apps
SurveyRequired
Try ItMailing 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
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Report nameRequired
Report dateRequired
Report method
Report type
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
About Qualtrics
Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.
