Add survey responses from Qualtrics to PT Distinction as new client group members
Effortlessly manage your new survey responses from Qualtrics and streamline your client onboarding in PT Distinction with this seamless workflow. Once activated, every time there's a new survey response in Qualtrics, it will automatically add the client to a specified group in PT Distinction. This way, you can efficiently organize your clients and ensure they receive the tailored guidance they need.
Effortlessly manage your new survey responses from Qualtrics and streamline your client onboarding in PT Distinction with this seamless workflow. Once activated, every time there's a new survey response in Qualtrics, it will automatically add the client to a specified group in PT Distinction. This way, you can efficiently organize your clients and ensure they receive the tailored guidance they need.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Add Client to Group
Adds a client to a group.
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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 Added
Triggers when a new client is added.
Try ItPre-Made Package Sign Up
Triggers when someone signs up to a pre-made package.
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
Client Added to Group
Triggers when a client is added to a group.
Try ItEmailRequired
First NameRequired
Last Name
GenderRequired
Send Login DetailsRequired
Password
Online or Print Only
Time Zone
Two Way Messaging