Create new Nusii Proposals clients for every new Qualtrics survey response
Effortlessly manage your client data with this seamless workflow between Qualtrics and Nusii Proposals. Whenever a new survey response is submitted in Qualtrics, the integration will create a client in Nusii Proposals, ensuring a smooth and organized process. Save valuable time and focus on other important tasks as this automation takes care of managing your client information.
Effortlessly manage your client data with this seamless workflow between Qualtrics and Nusii Proposals. Whenever a new survey response is submitted in Qualtrics, the integration will create a client in Nusii Proposals, ensuring a smooth and organized process. Save valuable time and focus on other important tasks as this automation takes care of managing your client information.
- 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.
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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.
Try It