CosmoLex + Qualtrics

CosmoLex + Qualtrics integrations

Create CosmoLex contacts for new Qualtrics survey responses

Effortlessly manage your growing contact database with this seamless connection between Qualtrics and CosmoLex. When a new survey response is received in Qualtrics, this workflow creates a contact in CosmoLex, ensuring you stay organized and up-to-date. Simplify your contact management process with this efficient solution that keeps your focus where it matters most.

When this happens...
New Survey ResponseTriggers when a new response for a survey is received.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Qualtrics and CosmoLex

Discover other triggers and actions you can use with Qualtrics and CosmoLex

- Survey
  Required
Trigger
Polling
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- Mailing List
  Required
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddress
  Required
- PhoneNumber
- EmbeddedData
- External Reference
- Survey
  Required
- EmailFromName
  Required
- ReplyToEmail
- MessageSubject
  Required
- Message
  Required
- SendingDelay
Action
Write
New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
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New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
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New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
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New Soft Cost
Triggers when a new SoftCost is created in the firm.
Trigger
Instant
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- Event name*
  Required
- Mark this event as Private???
- Matter File Number
- Billing Status
- Start Date Time*
  Required
- Ending Date Time*
  Required
- Location
- All day event
- Description
- Send Email to Attendees?
- Invited
- Client Portal Shared
Action
Write
- Subject
  Required
- Note
  Required
- Matter File #
- Note Date
- Billing Type
Action
Write
- Task name
  Required
- Private?
- Matter File #
- Primary Assignee
- Assignee
- Task Start Date
- Task Due Date
- Estimated Hours of Effort
- Actual Hours of Effort
- Choose the Priority
- Reminder in Days
- Task Description
- The billable status of this task
- Task Status
- Percentage Complete
- Send Email when Complete
Action
Write

- Mailing List
  Required
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Event
Triggers when a new event is created in the firm.
Trigger
Instant
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New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
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New Note
Triggers when a new note is created in the firm.
Trigger
Instant
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New Task
Triggers when a new task is created in the firm.
Trigger
Instant
Try It
- Contact Name
  Required
- Display name
- Contact Type
- Contact Email
- Home Phone Number
- Work Phone Number
- Cell Phone Number
- Fax Phone Number
- Notes
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip
- Country
Action
Write
- Matter Name
  Required
- Client Name
  Required
- Date Opened
- Matter File Number
- Matter Owner Name
- Matter Billing Method
- Area of Law
Action
Write
- Matter File #
  Required
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Expense Code
- Expense Name
- Expense Description
- Item Quantity
- Unit Price
- The billable status of this expense
- Billing Hold
- Internal Notes
- Taxable
Action
Write
- Matter File #
  Required
- Timekeeper Name
- Timekeeper Initials
- Date
- Activity Code
- Task Code
- Task Name
- Task Description
- The billable status of this timecard
- Time Spent
- Time Billed
- Rate/price
- Rate Level
- Rate Type
Action
Write

About CosmoLex

CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.

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CRM (Customer Relationship Management)

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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.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier