--- title: "Connect Qualtrics to Customer Fields - APIANT.ai" description: "When \"New Mailing List Contact\" fires in Qualtrics, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/qualtrics-to-customer-fields" --- # Connect Qualtrics to Customer Fields When **New Mailing List Contact** fires in [Qualtrics](https://apiant.ai/connections/qualtrics), your agent runs **Create Customer** in [Customer Fields](https://apiant.ai/connections/customer-fields). Describe the whole flow and it is built, tested on every scenario and kept running. Qualtrics **2** triggers Qualtrics **11** actions Customer Fields **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Qualtrics and Customer Fields 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 Qualtrics can start in Customer Fields - When **New Mailing List Contact** in Qualtrics then **Create Customer** in Customer Fields - When **New Survey** in Qualtrics then **Update Customer** in Customer Fields 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 Qualtrics and Customer Fields ## Triggers and actions 2 triggers · 18 actions - 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. - Action **Create Customer** Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account. - Action **Find a Customer** Returns the customers whose email address matches the one you specify, including their custom data column values. - Action **List data columns** Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns. - Action **List forms** Returns the account's non-archived Customer Fields forms, with each form's id and name. - Action **List segments** Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook. - Action **Send Account Invite** Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account. - Action **Update Customer** Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer. ## Each app on its own - [ **Qualtrics** Qualtrics is a research and experience platform making sophisticated research simple and empowering users to...](https://apiant.ai/connections/qualtrics) - [ **Customer Fields** Customer Fields provides a way to collect and store custom data for Shopify customers](https://apiant.ai/connections/customer-fields) Reviews ## What our customers say ## More from Qualtrics - [ **Qualtrics to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/qualtrics-to-salesforce) - [ **Qualtrics to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/qualtrics-to-slack) - [ **Qualtrics to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/qualtrics-to-stripe) - [ **Qualtrics to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/qualtrics-to-shopify) - [ **Qualtrics to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/qualtrics-to-quickbooks-online) - [ **Qualtrics to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/qualtrics-to-trello) ## More into Customer Fields - [ **HubSpot to Customer Fields** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-fields) - [ **Salesforce to Customer Fields** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-fields) - [ **Slack to Customer Fields** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-fields) - [ **Google Sheets to Customer Fields** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-fields) - [ **Gmail to Customer Fields** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-fields) - [ **Google Calendar to Customer Fields** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customer-fields) Questions ## Qualtrics and Customer Fields, answered ### ### What can start an automation from Qualtrics? Any of Qualtrics's 2 triggers in the catalog, including New Mailing List Contact and New Survey. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer Fields when something happens in Qualtrics? Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer Fields to Qualtrics? Customer Fields has no triggers in the catalog today, so automations start in Qualtrics. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it. ### ### Do I have to build a connector for Qualtrics or Customer Fields? 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 Qualtrics and Customer Fields 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.