Loading

FYI + Qualtrics

Create or update FYI tasks from new Qualtrics survey responses

Effortlessly manage tasks based on new survey responses with this seamless workflow. Once a new response is received in Qualtrics, this automation will create or update a task in the FYI app accordingly. Enhance productivity and ensure timely follow-ups by keeping your tasks up to date with the latest survey insights.

Effortlessly manage tasks based on new survey responses with this seamless workflow. Once a new response is received in Qualtrics, this automation will create or update a task in the FYI app accordingly. Enhance productivity and ensure timely follow-ups by keeping your tasks up to date with the latest survey insights.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    FYIFYI
    Create or Update Task

    Create or Update a Task in FYI.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    • NameRequired

    • Client EmailRequired

    • Create client if it doesn’t exist yetRequired

    • Export to xero if connectedRequired

    • Export Code

    • Group Name

    • Phone Number

    • Mobile Number

    • Partner Email

    • Manager Email

    Action
    Write
    • NameRequired

    • Create group if it doesn’t exist yetRequired

    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
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • NameRequired

    • Create job if it doesn’t exist yetRequired

    • Client Email

    • Client Name

    • Job Code

    • Partner Email

    • Manager Email

    • Start Date

    • Due Date

    Action
    Write
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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