Daftra + Qualtrics

Daftra + Qualtrics integrations

Add clients in Daftra for new Qualtrics survey responses

Effortlessly manage your client database with this efficient automation between Qualtrics and Daftra. When you receive a new survey response in Qualtrics, this workflow will seamlessly add a new client to your Daftra system. Save time and streamline your process, ensuring that your client information is always up-to-date and organized.

When this happens...
New Survey ResponseTriggers when a new response for a survey is received.
TriggerPolling
automatically do this!
Add ClientCreates a new client
ActionWrite

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More things you can do with Qualtrics and Daftra

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

- 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
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
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Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
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Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
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Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
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Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
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Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
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Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
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Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
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Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
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Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
Try It
Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
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Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
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New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
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Journal Created
Triggers when a new Journal is created.
Trigger
Instant
Try It
Product Deleted
Triggers when a Product is deleted
Trigger
Instant
Try It
Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
Try It
Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
Try It
Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- ID
  Required
Action
Write
- Refund Receipt ID
  Required
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
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
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
Try It
Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
Try It
Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
Try It
Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated
Trigger
Instant
Try It
Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
Try It
Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
Try It
Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
Try It
Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
Try It
Product Created
Triggers when there's a new product.
Trigger
Instant
Try It
Product Updated
Triggers when a Product is updated
Trigger
Instant
Try It
Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
Try It
Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
Action
Write

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

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Related categories

Accounting

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

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