Clio + Qualtrics
Create Clio contacts from new Qualtrics survey responses
Seamlessly manage your contacts by integrating Qualtrics and Clio with this efficient workflow. When a new survey response is received in Qualtrics, a person contact will be created in Clio, ensuring your contact information is always up to date. Spend less time on manual data entry and enjoy smoother operations by bringing automation into your contact management process.
Seamlessly manage your contacts by integrating Qualtrics and Clio with this efficient workflow. When a new survey response is received in Qualtrics, a person contact will be created in Clio, ensuring your contact information is always up to date. Spend less time on manual data entry and enjoy smoother operations by bringing automation into your contact management process.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Person Contact
Creates a person contact.
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- 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.
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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
