Clio + Qualtrics
Create new Clio matters from Qualtrics survey responses
Effortlessly manage your legal cases based on survey responses with this Qualtrics-Clio integration. Whenever a new response is submitted in Qualtrics, this workflow will create a matter in Clio, saving you time on manual data entry and keeping your legal information organized. Simplify your case management process and stay up-to-date with client information.
Effortlessly manage your legal cases based on survey responses with this Qualtrics-Clio integration. Whenever a new response is submitted in Qualtrics, this workflow will create a matter in Clio, saving you time on manual data entry and keeping your legal information organized. Simplify your case management process and stay up-to-date with client information.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Matter
Creates a new 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
