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Moxie + Qualtrics

Create Moxie clients from new Qualtrics survey responses

Easily manage your client list with this efficient workflow. When you receive a new survey response in Qualtrics, a new client is created in Moxie. Streamline your customer relationship management process by keeping your Moxie client database up-to-date with the latest survey data from Qualtrics, ensuring a seamless experience for your business.

Easily manage your client list with this efficient workflow. When you receive a new survey response in Qualtrics, a new client is created in Moxie. Streamline your customer relationship management process by keeping your Moxie client database up-to-date with the latest survey data from Qualtrics, ensuring a seamless experience for your business.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    MoxieMoxie
    Create Client

    Creates a new client record in Hectic

    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
  • Moxie triggers, actions, and search

    Agreement Sent

    Triggers when a proposal is sent either via link or email.

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

    Agreement Viewed

    Triggers when a user views the proposal.

    Trigger
    Instant
    Try It
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About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

Related categories

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