--- title: "Connect PocketSmith and Qualtrics - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Create Mailing List Contact\" in Qualtrics." canonical: "https://apiant.ai/connect/pocketsmith-to-qualtrics" --- # Connect PocketSmith and Qualtrics When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Create Mailing List Contact** in [Qualtrics](https://apiant.ai/connections/qualtrics), or **New Mailing List Contact** in Qualtrics to **Add category** in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Qualtrics **2** triggers Qualtrics **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PocketSmith and Qualtrics to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What PocketSmith and Qualtrics can do together ### From PocketSmith to Qualtrics - When **New transaction** in PocketSmith then **Create Mailing List Contact** in Qualtrics - When **New transaction** in PocketSmith then **Update Mailing List Contact** in Qualtrics ### From Qualtrics to PocketSmith - When **New Mailing List Contact** in Qualtrics then **Add category** in PocketSmith - When **New Survey** in Qualtrics then **Add transaction** in PocketSmith 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 PocketSmith and Qualtrics ## Triggers and actions 3 triggers · 24 actions - Trigger **New transaction** Fires when a new transaction appears in the authorised user's PocketSmith accounts. - Action **Add category** Create a new category for the authorised user. - Action **Add transaction** Create a new transaction in a PocketSmith transaction account. - Action **Delete category** Delete a category by id. - Action **Delete transaction** Delete a transaction by id. - Action **Get account** Retrieve a single account by id. - Action **Get category** Retrieve a single category by id. - Action **Get transaction** Retrieve a single transaction by id. - Action **List accounts** List all bank/investment accounts for the authorised user. - Action **List categories** List all categories for the authorised user. - Action **List transaction accounts** List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions. - Action **List transactions** List transactions for the authorised user, with filters for date range, category, account, type and search text. - Action **Update category** Update an existing category's title, colour or parent. - Action **Update transaction** Update fields on an existing transaction (amount, payee, date, category, note, labels). - 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. ## Each app on its own - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) - [ **Qualtrics** Qualtrics is a research and experience platform making sophisticated research simple and empowering users to...](https://apiant.ai/connections/qualtrics) Reviews ## What our customers say ## More from PocketSmith - [ **PocketSmith to BlazePhoenix** BlazePhoenix is an on-chain decentralized-exchange aggregator.](https://apiant.ai/connect/pocketsmith-to-blazephoenix) - [ **PocketSmith to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/pocketsmith-to-mistral-ai) - [ **PocketSmith to Open Government, Argentina** Argentina Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/pocketsmith-to-open-government-argentina) - [ **PocketSmith to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pocketsmith-to-salesforce) - [ **PocketSmith to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pocketsmith-to-google-calendar) - [ **PocketSmith to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pocketsmith-to-stripe) ## More into Qualtrics - [ **HubSpot to Qualtrics** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-qualtrics) - [ **Google Sheets to Qualtrics** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-qualtrics) - [ **Gmail to Qualtrics** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-qualtrics) - [ **Google Calendar to Qualtrics** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-qualtrics) - [ **Google Drive to Qualtrics** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-qualtrics) - [ **Mailchimp to Qualtrics** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-qualtrics) Questions ## PocketSmith and Qualtrics, answered ### ### What can start an automation from PocketSmith? Any of PocketSmith's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Qualtrics when something happens in PocketSmith? 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 PocketSmith? Yes. When something happens in Qualtrics, your agent can act in PocketSmith too. This page covers both directions: Qualtrics's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith 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 PocketSmith 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.