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Qualtrics + WHMCS

Create new WHMCS clients from Qualtrics survey responses

Easily manage your client base with this efficient workflow. When a new survey response is received in Qualtrics, a new client will be created in WHMCS, streamlining your business processes. Stay on top of client information and improve your customer relationship management with this seamless automation.

Easily manage your client base with this efficient workflow. When a new survey response is received in Qualtrics, a new client will be created in WHMCS, streamlining your business processes. Stay on top of client information and improve your customer relationship management with this seamless automation.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    WHMCSWHMCS
    Create Client

    Creates a new client.

    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
    • ClientRequired

    • Create Date

    • Due Date

    • Item 1 Description

    • Item 1 Amount

    • Item 1 Taxed

    • Tax Rate

    • Second Tax Rate

    • Payment Method

    • Auto Apply Credit

    • Notes

    • Send Invoice

    Action
    Write
    • 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
    • First Name

    • Last Name

    • Company Name

    • Email

    • Address

    • City

    • State

    • Postcode

    • Country

    • Phone Number

    • Password

    Action
    Write
    • ClientRequired

    • Name

    • Email

    • DepartmentRequired

    • SubjectRequired

    • MessageRequired

    • Priority

    • Don't Send Email

    Action
    Write
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 moreHelp

Related categories

  • Forms & Surveys

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whmcs logo
whmcs logo

About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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