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.
Ideas
What you can automate in Qualtrics
Share new Qualtrics responses in Slack
Your team sees fresh survey responses in their channel within about 15 minutes of submission.
See how it worksGet an email when a customer scores you 6 or lower
You hear about each detractor right after they answer, with their comment, so you can follow up the same day.
See how it worksGet a weekly NPS read-out by survey
Each Monday you get last week's response count and average score for every survey.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Qualtrics, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Qualtrics automation you can describe
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
Instant
Get an email when a customer scores you 6 or lowerThe moment it happens
On a schedule
Get a weekly NPS read-out by surveyWeekly
Watches for changes
Share new Qualtrics responses in SlackEvery 15 minutes
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
- In Qualtrics, open Account Settings and then Qualtrics IDs.
- In the API section, click Generate Token and copy it. Note your datacenter ID as well.
- 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?
How does it know a response is a detractor?
Are responses picked up in real time?
What happens if I regenerate my API token?
Do I need AI for these automations?
Is this a Qualtrics connector for ChatGPT or Claude?
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