--- title: "Connect Qualtrics and Severa - APIANT.ai" description: "When \"New Mailing List Contact\" fires in Qualtrics, your agent runs \"Create Contact for Customer\" in Severa." canonical: "https://apiant.ai/connect/qualtrics-to-severa" --- # Connect Qualtrics and Severa When **New Mailing List Contact** fires in [Qualtrics](https://apiant.ai/connections/qualtrics), your agent runs **Create Contact for Customer** in [Severa](https://apiant.ai/connections/severa), or **New Phase Is Created** in Severa to **Create Mailing List Contact** in Qualtrics. Describe the whole flow and it is built, tested on every scenario and kept running. Qualtrics **2** triggers Qualtrics **11** actions Severa **4** triggers Severa **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 Qualtrics and Severa 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 and Severa can do together ### From Qualtrics to Severa - When **New Mailing List Contact** in Qualtrics then **Create Contact for Customer** in Severa - When **New Survey** in Qualtrics then **Create Address for Customer** in Severa ### From Severa to Qualtrics - When **New Phase Is Created** in Severa then **Create Mailing List Contact** in Qualtrics - When **New Project Is Created** in Severa then **Update Mailing List Contact** in Qualtrics 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 Severa ## Triggers and actions 6 triggers · 22 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. - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Customer** Creates a customer in Severa, including any customer custom property values you set, and returns the new customer. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Create Project** Creates a new project in Severa for a customer, with its owner and optional sales, billing and scheduling details. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. - Action **Update Invoice Status** Changes the status of an existing invoice in Severa (for example to sent or paid). ## 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) - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) 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 Severa - [ **HubSpot to Severa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-severa) - [ **Salesforce to Severa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-severa) - [ **Google Sheets to Severa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-severa) - [ **Gmail to Severa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-severa) - [ **Google Calendar to Severa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-severa) - [ **Google Drive to Severa** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-severa) Questions ## Qualtrics and Severa, 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 Severa when something happens in Qualtrics? Any of Severa's 11 actions, including Create Activity, Create Address for Customer, Create Contact for Customer and Create Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Severa to Qualtrics? Yes. When something happens in Severa, your agent can act in Qualtrics too. This page covers both directions: Severa's triggers and Qualtrics's actions are listed here as well. ### ### Do I have to build a connector for Qualtrics or Severa? 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 Severa 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.