Clio + Qualtrics
Create matter folders in Clio for new Qualtrics survey responses
Efficiently manage your legal matters by connecting Qualtrics to Clio with this workflow. When a new survey response is received in Qualtrics, a matter folder is created in Clio, saving you time and ensuring all relevant information is easily accessible. Stay organized and streamline your legal work with this powerful integration.
Efficiently manage your legal matters by connecting Qualtrics to Clio with this workflow. When a new survey response is received in Qualtrics, a matter folder is created in Clio, saving you time and ensuring all relevant information is easily accessible. Stay organized and streamline your legal work with this powerful integration.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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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
