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Qualtrics - Create PDF, Word, Excel Documents
Qualtrics can be connected with Documentero to automatically turn survey responses into professional reports, summaries, or data files. When a new response is collected in Qualtrics, the details can be sent to Documentero to generate a .docx, .pdf, or .xlsx document based on custom templates. This helps teams quickly create ready-to-share documents without manually copying data from surveys.
Qualtrics
Documentero
Triggers
Watch New Survey Response — Triggers when a new response is created for the selected survey.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Qualtrics using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Qualtrics using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Qualtrics survey responses
Create Word documents with employee feedback collected in Qualtrics
Export Qualtrics survey data to Excel using Documentero templates
Build branded client satisfaction reports from Qualtrics responses
Generate downloadable case study documents from Qualtrics research surveys
Produce formatted training evaluation reports from Qualtrics surveys
Create meeting-ready insight summaries from Qualtrics feedback
Export Qualtrics NPS survey results into a presentation-ready PDF
Generate compliance documentation from Qualtrics audit surveys
Create structured research data files from Qualtrics academic surveys
How you can use Qualtrics + Documentero
Customer Feedback Report
Generate a PDF report every time a customer submits a feedback survey in Qualtrics.
Employee Engagement Summary
Create a Word document summarizing employee survey results for HR after each new response.
Product Research Data Export
Export survey answers into an Excel file for product teams to analyze in detail.
Client Satisfaction Certificate
Automatically generate a branded certificate in PDF format when a client completes a satisfaction survey.
Quarterly Insights Document
Compile survey responses into a formatted document for management review at the end of each quarter.
Setup Guides
Zapier Tutorial: Integrate Qualtrics with Documentero
- Create a new Zap in Zapier.
- Add Qualtrics to the zap and choose one of the triggers (Watch New Survey Response). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Qualtrics trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Qualtrics with Documentero
- Create a new scenario in Make.
- Add Qualtrics to the scenario and choose one of the triggers (Watch New Survey Response). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Qualtrics trigger.
- Run or schedule your scenario and verify the output.
