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.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Client
Creates a new client record in Hectic
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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
Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Hectic.
Try It