Qualtrics + QuickFile
Create invoices in QuickFile for new Qualtrics survey responses
Save time and streamline your invoicing process with this efficient workflow. When you receive a new survey response in Qualtrics, an invoice will be created in QuickFile to ensure prompt and accurate billing. This automation eliminates the need for manual data entry, allowing you to focus on more important tasks and improve your cash flow management.
Save time and streamline your invoicing process with this efficient workflow. When you receive a new survey response in Qualtrics, an invoice will be created in QuickFile to ensure prompt and accurate billing. This automation eliminates the need for manual data entry, allowing you to focus on more important tasks and improve your cash flow management.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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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
New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
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
Document TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
