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Docusign + Qualtrics

Send new Qualtrics survey responses in DocuSign envelopes using a template

Enhance your efficiency in handling survey responses with this workflow. As soon as a new response is recorded in Qualtrics, the system promptly activates a pre-set envelope in DocuSign for dispatch. This seamless process assures that every response is duly acknowledged, significantly improving your management of survey-related operations. Save valuable time and increase productivity with this effortless system.

Enhance your efficiency in handling survey responses with this workflow. As soon as a new response is recorded in Qualtrics, the system promptly activates a pre-set envelope in DocuSign for dispatch. This seamless process assures that every response is duly acknowledged, significantly improving your management of survey-related operations. Save valuable time and increase productivity with this effortless system.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    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
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Brand ID

    • Email Subject

    • Email Body

    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
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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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.

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