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Set up your first integration
Quickly connect Qualtrics to Microsoft SharePoint with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Qualtrics with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Survey Response" from Qualtrics.
Add your action
An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Qualtrics and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SurveyRequired
Try ItTriggerPolling- Mailing ListRequired
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddressRequired
- PhoneNumber
- EmbeddedData
- External Reference
- SurveyRequired
- EmailFromNameRequired
- ReplyToEmail
- MessageSubjectRequired
- MessageRequired
- SendingDelay
ActionWrite- Site
- FolderRequired
Try ItTriggerPolling- Site
- FolderRequired
Try ItTriggerPolling
- Mailing ListRequired
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Site
- ListRequired
Try ItTriggerPolling
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Frequently Asked Questions about Qualtrics + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qualtrics and Microsoft SharePoint
What are the primary triggers available when integrating Qualtrics with Microsoft SharePoint?
When integrating Qualtrics with Microsoft SharePoint, the primary triggers available are typically related to survey responses. For example, whenever a new survey response is recorded in Qualtrics, we can trigger an action in Microsoft SharePoint, such as creating a new item or updating an existing record in a SharePoint list.
Can I automatically update a SharePoint list with responses from Qualtrics surveys?
Yes, you can automatically update a SharePoint list with responses from Qualtrics surveys. By setting up the appropriate triggers in your integration workflow, any new responses collected in Qualtrics can be configured to create or update items directly within a specified SharePoint list.
How do we handle authentication between Qualtrics and Microsoft SharePoint during integration?
Authentication between Qualtrics and Microsoft SharePoint is typically handled using OAuth 2.0 protocols. This ensures secure communication between both platforms where you'll grant permissions for the necessary data access required to execute actions based on survey triggers.
Are there any limitations on the data size or type when transferring data between Qualtrics and SharePoint?
When transferring data between Qualtrics and SharePoint, it's important to ensure that the data types are compatible with those allowed by Microsoft SharePoint lists and libraries. There may be limitations based on field sizes or types (e.g., text length restrictions) that you'll need to map appropriately during integration setup.
Is it possible to use conditional logic from Qualtrics surveys when updating items in SharePoint?
Yes, it's possible to use conditional logic from Qualtrics surveys when updating items in SharePoint. By utilizing conditional paths within your integration workflow, specific actions can be executed based on certain criteria met within survey responses.
How frequently can updates occur between our systems during an active integration session?
The frequency of updates between systems depends on how you've set up your integration workflow schedules. While real-time updates are possible, they may depend on connection stability and resource availability on both platforms involved.
What steps should I take if there's an error during data transfer from Qualtrics to SharePoint?
If there's an error during data transfer from Qualtrics to SharePoint, check connection settings and verify credentials first. Also, review logs for specific error messages that could indicate issues like API limitations or incorrect field mapping configurations.