FYI + Qualtrics

Create or update FYI tasks from new Qualtrics survey responses

Effortlessly manage tasks based on new survey responses with this seamless workflow. Once a new response is received in Qualtrics, this automation will create or update a task in the FYI app accordingly. Enhance productivity and ensure timely follow-ups by keeping your tasks up to date with the latest survey insights.

Effortlessly manage tasks based on new survey responses with this seamless workflow. Once a new response is received in Qualtrics, this automation will create or update a task in the FYI app accordingly. Enhance productivity and ensure timely follow-ups by keeping your tasks up to date with the latest survey insights.

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

    Triggers when a new response for a survey is received.

    TriggerPolling
  2. automatically do this!
    FYIFYI
    Create or Update Task

    Create or Update a Task in FYI.

    ActionWrite
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Supported triggers and actions

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • Name

    • Create job if it doesn’t exist yetRequired

    • Job Type

    • Description

    • Job Code

    • Partner Email

    • Manager Email

    • Start Date

    • Due Date

    Action
    Write
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
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 more

Related categories

  • Forms & Surveys

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