Bonsai + Qualtrics
Create Bonsai clients from new Qualtrics survey responses
Easily manage your survey responses and clients with this efficient workflow. Once a new survey response is received in Qualtrics, a client will be created in the Bonsai app, streamlining your data organization and saving time. Stay up-to-date and organized with your projects using this convenient automation.
Easily manage your survey responses and clients with this efficient workflow. Once a new survey response is received in Qualtrics, a client will be created in the Bonsai app, streamlining your data organization and saving time. Stay up-to-date and organized with your projects using this convenient automation.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Client
Creates a client lead on Bonsai
- Free forever for core features
- 14 day trial for premium features & apps
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
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItDeal Updated
Triggers when a deal is updated in Bonsai.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Contract Viewed
Triggers when a contract is viewed.
Try ItForm Submitted
Triggers when a new form response is submitted.
Try It
