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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
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    PennylanePennylane
    Create Estimate

    Creates a new estimate.

    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
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
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About Pennylane

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

Related categories

  • Accounting
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Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier