How to connect DocuSign + Qualtrics
Zapier lets you send info between DocuSign and Qualtrics automatically—no code required.
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New Survey ResponseTriggers when a new response for a survey is received.Trigger
- Create or Update ContactCreates a new Qualtrics contact, or updates the contact if it matches yourAction
- Distribute Survey via EmailDistributes a survey via email.Action
- Step 1: Authenticate DocuSign and Qualtrics.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.