Create Lawmatics matters from new Qualtrics survey responses
Effortlessly manage new client inquiries with this workflow. When a survey response is submitted in Qualtrics, it automatically creates a new matter in Lawmatics, streamlining your client intake process. This seamless connection saves time and ensures no new potential clients slip through the cracks.
Effortlessly manage new client inquiries with this workflow. When a survey response is submitted in Qualtrics, it automatically creates a new matter in Lawmatics, streamlining your client intake process. This seamless connection saves time and ensures no new potential clients slip through the cracks.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Matter
Create a new Matter from values.
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SurveyRequired
Try ItMailing 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
Matter Converted
Triggers when a PNC Matter is converted.
Try ItContact Created
Triggers when a Contact is created.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Appointment Created
Triggers when an Appointment is created.
Try ItCustom FormRequired
Try It


