Connect Qualtrics and QuoteMachine to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Qualtrics and QuoteMachine together. Build enterprise-grade automation in minutes.

Our most popular template

Create QuoteMachine organizations from new Qualtrics survey responses
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Qualtrics + QuoteMachine

Create QuoteMachine organizations from new Qualtrics survey responses

Details

Try it

Qualtrics + QuoteMachine

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Qualtrics with QuoteMachine - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create an Organization" in QuoteMachine.

You’re connected!

Zapier seamlessly connects Qualtrics and QuoteMachine, 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.

- Survey
  Required
Trigger
Polling
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- Mailing List
  Required
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddress
  Required
- PhoneNumber
- EmbeddedData
- External Reference
- Survey
  Required
- EmailFromName
  Required
- ReplyToEmail
- MessageSubject
  Required
- Message
  Required
- SendingDelay
Action
Write
Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

- Mailing List
  Required
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
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- First name
  Required
- Last name
- Email
  Required
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Qualtrics and QuoteMachine to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Qualtrics on the Zapier blog

Make work flow with AI

Level up your Qualtrics to QuoteMachine integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

HelpHelp

Related categories

Proposal & Invoice Management

Connect Qualtrics and QuoteMachine to power AI-driven automation

Launch your first automated workflow

Create QuoteMachine organizations from new Qualtrics survey responses

Create QuoteMachine organizations from new Qualtrics survey responses

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Qualtrics and QuoteMachine to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Qualtrics on the Zapier blog

4 ways to automate Qualtrics

Make work flow with AI

Connect Qualtrics to QuoteMachine on the world's largest no-code automation platform