Pennylane + Qualtrics

Create estimates in Pennylane for new Qualtrics survey responses

Streamline your estimate management effortlessly with this Qualtrics to Pennylane integration. Whenever a new survey response is received in Qualtrics, this workflow creates an estimate in Pennylane, empowering you to keep track of your data and make informed decisions for your business effectively. Simplify your procedures and save valuable time by automating this task using this seamless solution.

Streamline your estimate management effortlessly with this Qualtrics to Pennylane integration. Whenever a new survey response is received in Qualtrics, this workflow creates an estimate in Pennylane, empowering you to keep track of your data and make informed decisions for your business effectively. Simplify your procedures and save valuable time by automating this task using this seamless solution.

  1. When this happens...
    QualtricsQualtrics
    TriggerPolling
  2. automatically do this!
    PennylanePennylane
    ActionWrite
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Supported triggers and actions

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Pennylane triggers, actions, and search

    New Customer V2

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
pennylane logo
pennylane logo

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

  • Accounting
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.
Learn more

Related categories

  • Forms & Surveys

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