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FileInvite + Qualtrics

Create FileInvite persons from new Qualtrics survey responses

Effortlessly manage your survey respondents with this efficient workflow between Qualtrics and FileInvite. Once a new survey response is received in Qualtrics, a corresponding person will be created in FileInvite, ensuring your contact database stays up to date. Save precious time and streamline your data collection process with this seamless automation.

Effortlessly manage your survey respondents with this efficient workflow between Qualtrics and FileInvite. Once a new survey response is received in Qualtrics, a corresponding person will be created in FileInvite, ensuring your contact database stays up to date. Save precious time and streamline your data collection process with this seamless automation.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • Mailing 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

    Action
    Write
  • FileInvite triggers, actions, and search

    New Person

    Triggers when a new person is created.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Phone

    • Address 1

    • Address 2

    • City

    • State

    • Country

    • Zip Code

    Action
    Write
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • FileInvite triggers, actions, and search

    New Invite

    Triggers when a new FileInvite is created/sent.

    Trigger
    Instant
    Try It
    • Fileinvite TemplateRequired

    • Contact EmailRequired

    • Due Date OffsetRequired

    • Invite StatusRequired

    Action
    Write
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fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
qualtrics logo
qualtrics logo

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 moreHelp

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