Nusii Proposals + Qualtrics
Create draft proposals in Nusii Proposals from new Qualtrics survey responses
Enhance your proposal process by linking new survey responses in Qualtrics with draft proposals in Nusii Proposals. This workflow kicks in when a new survey response is collected in Qualtrics, and instantly creates a draft proposal in Nusii Proposals with the relevant information. Streamline your operations and save time on manual tasks, so you can focus on delivering outstanding proposals.
Enhance your proposal process by linking new survey responses in Qualtrics with draft proposals in Nusii Proposals. This workflow kicks in when a new survey response is collected in Qualtrics, and instantly creates a draft proposal in Nusii Proposals with the relevant information. Streamline your operations and save time on manual tasks, so you can focus on delivering outstanding proposals.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Draft Proposal
Creates a new proposal.
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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
Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
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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
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
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