Qualtrics + Xodo Sign

Process new Qualtrics survey responses with Xodo Sign templates

Save time and streamline your documentation process with this workflow that connects Qualtrics and Xodo Sign apps. When a new survey response is submitted in Qualtrics, the data is sent to Xodo Sign, where a document template is personalized and prepared for signing. This automation ensures a seamless transition from collecting survey data to generating customized documents, allowing you to focus on more important tasks.

Save time and streamline your documentation process with this workflow that connects Qualtrics and Xodo Sign apps. When a new survey response is submitted in Qualtrics, the data is sent to Xodo Sign, where a document template is personalized and prepared for signing. This automation ensures a seamless transition from collecting survey data to generating customized documents, allowing you to focus on more important tasks.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    Xodo SignXodo Sign
    Use Template

    Sends a document created from a template in your eversign account.

    ActionWrite
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Supported triggers and actions

    • 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
  • Xodo Sign triggers, actions, and search

    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company

    • Phone Number

    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
  • Xodo Sign triggers, actions, and search

    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Scheduled
    Try It
    • TemplateRequired

    • Enable SMS Signer Authentication

    • Sandbox

    • Document Title

    • Message

    • Custom Requester Name

    • Custom Requester Email

    • Redirect URL After Signature

    • Embedded Signing

    • Require All Signers

    • Automatic Reminders

    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 more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device
Learn more

Related categories

  • Signatures