Integration
Connect DealMachine and Qualtrics
When New Task fires in DealMachine, your agent runs Create Mailing List Contact in Qualtrics, or New Mailing List Contact in Qualtrics to Create Note for Lead in DealMachine. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DealMachine and Qualtrics to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What DealMachine and Qualtrics can do together
From DealMachine to Qualtrics
When New Task in DealMachine
then Create Mailing List Contact in Qualtrics
When New Task in DealMachine
then Update Mailing List Contact in Qualtrics
From Qualtrics to DealMachine
When New Mailing List Contact in Qualtrics
then Create Note for Lead in DealMachine
When New Survey in Qualtrics
then Create Task in DealMachine
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with DealMachine and Qualtrics
Triggers and actions 3 triggers · 23 actions
Trigger
New TaskTriggers when a new task is created in DealMachine.
Action
Create Note for LeadAdds a note to a DealMachine lead (prospect).
Action
Create TagCreates a tag you can apply to DealMachine prospects.
Action
Create TaskCreates a task in DealMachine, optionally linked to a property or person.
Action
Delete TagDeletes a DealMachine tag.
Action
Delete TaskDeletes a DealMachine task.
Action
Get AccountReturns the DealMachine organization, plan and remaining enrichment credits.
Action
Get TagReturns one DealMachine tag by its ID.
Action
Get TaskReturns one DealMachine task by its ID.
Action
List TagsReturns all tags in the DealMachine workspace.
Action
List TasksReturns DealMachine tasks, optionally filtered by status or search text.
Action
Update TagRenames, recolors or deactivates a DealMachine tag.
Action
Update TaskUpdates a DealMachine task's title, description, due date or completion.
Trigger
New Mailing List ContactTriggers when a contact is added to a Qualtrics mailing list.
Trigger
New SurveyTriggers when a new survey appears in the Qualtrics account.
Action
Create Mailing List ContactAdds 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 ContactRemoves a contact from a Qualtrics mailing list.
Action
Distribute Survey via EmailSends a Qualtrics survey invitation by email to a mailing list, using a message from your library, at the date you choose.
Action
Get DistributionReturns one Qualtrics survey distribution by ID, with its send date, headers, recipients and delivery stats.
Action
Get Mailing List ContactReturns one contact in a Qualtrics mailing list, with name, email, phone, embedded data and unsubscribe status.
Action
Get Response Export ProgressReturns the status of a Qualtrics response export, and the file ID once the export is complete.
Action
List DistributionsReturns the distributions (email invites, reminders, links) sent for a Qualtrics survey.
Action
List Mailing List ContactsReturns the contacts in a Qualtrics mailing list.
Action
List SurveysReturns the surveys in the Qualtrics account, with each survey's ID, name, owner, active flag and dates.
Action
Start Response ExportStarts 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 ContactUpdates 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.
Each app on its own
Reviews
What our customers say
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Questions
DealMachine and Qualtrics, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Qualtrics when something happens in DealMachine?
Any of Qualtrics's 11 actions, including Create Mailing List Contact, Update Mailing List Contact, Distribute Survey via Email and Get Distribution. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Qualtrics to DealMachine?
Yes. When something happens in Qualtrics, your agent can act in DealMachine too. This page covers both directions: Qualtrics's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Qualtrics?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use DealMachine and Qualtrics without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.