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Automate Qualtrics

Qualtrics runs NPS programmes, customer experience and employee research across a brand. Flag unhappy customers the moment they answer, post new survey responses to Slack, or get a Monday summary of response counts and average NPS per survey. Describe what you want to your AI assistant, check what it will do, and it keeps running.

Try asking

Create a ClickRuntime automation: every 15 minutes, check my Qualtrics "Store visit feedback" survey for new responses and post each one's score and comment to #cx-feedback in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Build your own

Build any Qualtrics automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Qualtrics should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every Monday, pull last week's Qualtrics NPS responses, calculate the score, and tell me if it fell more than 5 points against the previous week, with the main reasons detractors gave.

Every day, post Qualtrics responses with an NPS of 6 or lower to our #customer-success Slack channel with the comment and account name.

Every week, export Qualtrics survey results to Google Sheets, have AI summarize the open-text answers by theme, and create a Notion page with the summary for the team.

Beyond chat

Have Qualtrics work when you're not in the chat

Connecting Qualtrics to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Qualtrics

Qualtrics connects with an API token from your own account settings, along with your datacenter ID. Your brand administrator has to have API access turned on for your account.

Qualtrics

Forms & surveys / XM

  1. In Qualtrics, open Account Settings and then Qualtrics IDs.
  2. In the API section, click Generate Token and copy it. Note your datacenter ID as well.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Qualtrics, together with your datacenter ID.

Good to know

Qualtrics limits that affect automations

  • API access is a licence permission set by your brand administrator and is usually limited to enterprise plans. Without it, the token won't work.
  • Generating a new token cancels the old one. If you regenerate it, update the secret in ClickRuntime or the automations will stop.
  • Every call goes to your own datacenter, so the datacenter ID has to be correct.
  • Weekly summaries use Qualtrics' response export, which runs as a job that has to finish before results are read, so reports take a little longer than a single lookup.

FAQ

Questions about automating Qualtrics

Does my Qualtrics licence allow this?
Only if API access is enabled for your account. It's a brand permission, usually part of enterprise plans. Ask your Qualtrics brand administrator if you can't see the API section.
How does it know a response is a detractor?
You tell it which question holds the NPS score. Any response that scores 0 to 6 on that question triggers the email, with the respondent's comment.
Are responses picked up in real time?
Low-score alerts react to completed responses as they're submitted. The Slack alert checks for new responses every 15 minutes and posts anything it hasn't seen yet.
What happens if I regenerate my API token?
The old token stops working straight away. Save the new one in Connections & secrets in the ClickRuntime dashboard.
Do I need AI for these automations?
No. Alerts, NPS checks and weekly averages are plain calculations. If you add a summary of open comments, it uses the AI that comes with every ClickRuntime plan, so no AI key is needed.
Is this a Qualtrics connector for ChatGPT or Claude?
Not for chatting with Qualtrics data. A chat connector lets your assistant read and change Qualtrics while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Qualtrics event.

Tell your assistant what Qualtrics should do

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