Integration
Connect Erpnext and Qualtrics
When New Customer fires in Erpnext, your agent runs Create Mailing List Contact in Qualtrics, or New Mailing List Contact in Qualtrics to Add Contact in Erpnext. 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 Erpnext 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 Erpnext and Qualtrics can do together
From Erpnext to Qualtrics
When New Customer in Erpnext
then Create Mailing List Contact in Qualtrics
From Qualtrics to Erpnext
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 Erpnext and Qualtrics
Triggers and actions 4 triggers · 41 actions
- New Customer
Fires when a new customer is created.
- New Sales Invoice
Fires when a new sales invoice is created.
- Add Contact
Create a new contact.
- Add Customer
Create a new customer record.
- Add Item
Create a new item (product/service) record.
- Add Lead
Create a new lead.
- Add Sales Invoice
Create a new sales invoice.
- Add Sales Order
Create a new sales order.
- Delete Contact
Delete a contact record.
- Delete Customer
Delete a customer record.
- Delete Item
Delete an item record.
- Delete Lead
Delete a lead record.
- Delete Sales Invoice
Delete a sales invoice record.
- Delete Sales Order
Delete a sales order record.
- Get Contact
Retrieve a single contact by name/id.
- Get Customer
Retrieve a single customer by name/id.
- Get Item
Retrieve a single item by name/id.
- Get Lead
Retrieve a single lead by name/id.
- Get Sales Invoice
Retrieve a single sales invoice by name/id.
- Get Sales Order
Retrieve a single sales order by name/id.
- List Contacts
List contact records with optional filters.
- List Customers
List customer records with optional filters.
- List Items
List item records with optional filters.
- List Leads
List lead records with optional filters.
- List Sales Invoices
List sales invoice records with optional filters.
- List Sales Orders
List sales order records with optional filters.
- Update Contact
Update fields on an existing contact.
- Update Customer
Update fields on an existing customer.
- Update Item
Update fields on an existing item.
- Update Lead
Update fields on an existing lead.
- Update Sales Invoice
Update fields on an existing sales invoice.
- Update Sales Order
Update fields on an existing sales order.
- New Mailing List Contact
Triggers when a contact is added to a Qualtrics mailing list.
- New Survey
Triggers when a new survey appears in the Qualtrics account.
- 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.
- Delete Mailing List Contact
Removes a contact from a Qualtrics mailing list.
- 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.
- Get Distribution
Returns one Qualtrics survey distribution by ID, with its send date, headers, recipients and delivery stats.
- Get Mailing List Contact
Returns one contact in a Qualtrics mailing list, with name, email, phone, embedded data and unsubscribe status.
- Get Response Export Progress
Returns the status of a Qualtrics response export, and the file ID once the export is complete.
- List Distributions
Returns the distributions (email invites, reminders, links) sent for a Qualtrics survey.
- List Mailing List Contacts
Returns the contacts in a Qualtrics mailing list.
- List Surveys
Returns the surveys in the Qualtrics account, with each survey's ID, name, owner, active flag and dates.
- 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.
- 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.
Each app on its own
Reviews
What our customers say
More from Erpnext
Erpnext to PipedrivePipedrive is a sales CRM and pipeline management tool.
Erpnext to PandaDocPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
Erpnext to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
Erpnext to VercelVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
Erpnext to FreeAgentFreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...
Erpnext to Google ChatGoogle Chat is a communication software developed by Google built for teams that provides direct messages...
More into Qualtrics
HubSpot to QualtricsHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to QualtricsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to QualtricsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QualtricsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QualtricsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to QualtricsMailchimp marketing automation and email platform.
Questions
Erpnext and Qualtrics, answered
What can start an automation from Erpnext?
Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Qualtrics when something happens in Erpnext?
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 Erpnext?
Yes. When something happens in Qualtrics, your agent can act in Erpnext too. This page covers both directions: Qualtrics's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext 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 Erpnext 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.