Clio + Qualtrics
Update Clio person contacts with new Qualtrics survey responses
Effortlessly keep your contact information up-to-date in Clio with this seamless workflow. When a new survey response is received in Qualtrics, it triggers an automatic update to the person's contact information in Clio. This automation saves you time and ensures accurate contact details for improved communication and case management.
Effortlessly keep your contact information up-to-date in Clio with this seamless workflow. When a new survey response is received in Qualtrics, it triggers an automatic update to the person's contact information in Clio. This automation saves you time and ensures accurate contact details for improved communication and case management.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Update Person Contact
Updates an existing person contact.
- 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
New Activity
Triggers when a new activity is created.
Try ItBill State Updated
Triggers when the state of a bill has changed.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Bill
Triggers when a new bill is created.
Try ItNew Calendar Entry
Triggers when a new calendar entry is created.
Try It
