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Karbon + Qualtrics

Create Karbon organization contacts from new Qualtrics survey responses

Effortlessly manage your survey data with this seamless automation. Once you receive a new survey response in Qualtrics, this workflow will create an organization contact in Karbon, keeping your contact list up-to-date and organized. Simplify your data processes and allow your team to focus on valuable insights instead of manual data management.

Effortlessly manage your survey data with this seamless automation. Once you receive a new survey response in Qualtrics, this workflow will create an organization contact in Karbon, keeping your contact list up-to-date and organized. Simplify your data processes and allow your team to focus on valuable insights instead of manual data management.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    KarbonKarbon
    Create Organization Contact

    Triggers when a new organization contact is created.

    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
  • Karbon triggers, actions, and search

    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • 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
  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn more

Related categories

  • Project Management
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