Connect Ekklo and Qualtrics

Both apps 32Ekklo 19Qualtrics 13

• Trigger
  New Prospect Created

  Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.

• Trigger
  Prospect Converted to Client

  Triggers when a prospect is converted into a paying client.

• Trigger
  Prospect Deleted

  Triggers when a prospect is removed from your CRM.

• Trigger
  Prospect Stage Changed

  Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).

• Trigger
  Prospect Updated

  Triggers when an existing prospect is modified (any field).

• Action
  Add Note to Prospect

  Adds a free-form note to a prospect (useful for logging calls, emails, meetings).

• Action
  Block Client

  Blocks a client. This action is idempotent.

• Action
  Convert Prospect to Client

  Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.

• Action
  Create Client

  Creates a new client and sends them an invitation email.

• Action
  Create Prospect

  Creates a new prospect in your CRM funnel.

• Action
  Delete Prospect

  Permanently deletes a prospect from your CRM.

• Action
  Find Client by Email

  Finds a client by their exact email address.

• Action
  Find Clients

  Finds clients with optional filters.

• Action
  Find Prospects

  Finds prospects with optional filters (free-text search, stage).

• Action
  Move Prospect to Stage

  Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).

• Action
  Resend Invitation

  Resends the invitation email to a client.

• Action
  Unblock Client

  Unblocks a client. This action is idempotent.

• Action
  Update Client

  Updates an existing client. Only provided fields are changed.

• Action
  Update Prospect

  Updates an existing prospect. Only provided fields are changed.

• Trigger
  New Mailing List Contact

  Triggers when a contact is added to a Qualtrics mailing list.

• Trigger
  New Survey

  Triggers when a new survey appears in the Qualtrics account.

• Action
  Create Mailing List Contact

  Adds a contact to a Qualtrics mailing list. Qualtrics updates the existing contact instead when it matches your directory's deduplication settings.

• Action
  Delete Mailing List Contact

  Removes a contact from a Qualtrics mailing list.

• Action
  Distribute Survey via Email

  Sends a Qualtrics survey invitation by email to a mailing list, using a message from your library, at the date you choose.

• Action
  Get Distribution

  Returns one Qualtrics survey distribution by ID, with its send date, headers, recipients and delivery stats.

• Action
  Get Mailing List Contact

  Returns one contact in a Qualtrics mailing list, with name, email, phone, embedded data and unsubscribe status.

• Action
  Get Response Export Progress

  Returns the status of a Qualtrics response export, and the file ID once the export is complete.

• Action
  List Distributions

  Returns the distributions (email invites, reminders, links) sent for a Qualtrics survey.

• Action
  List Mailing List Contacts

  Returns the contacts in a Qualtrics mailing list.

• Action
  List Surveys

  Returns the surveys in the Qualtrics account, with each survey's ID, name, owner, active flag and dates.

• Action
  Start Response Export

  Starts an export of a Qualtrics survey's responses and returns the export's progress ID; check it with Get Response Export Progress.

• Action
  Update Mailing List Contact

  Updates a contact's name, email, phone, external reference or language in a Qualtrics mailing list. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.