Client & Communication AutomationPurpose
1.2. Automatedly deliver survey links post-project to corporate clients for performance monitoring, issue resolution, and testimonial opportunities.
1.3. Support compliance with quality management practices by automating communication and feedback capture in the trades industry.
1.4. Reduce manual admin work by automating responses, tracking, and reminders for non-respondents.
Trigger Conditions
2.2. Automated trigger upon invoice marked as "Paid."
2.3. Automated end-date reached in project scheduling tool.
2.4. Manual trigger by project manager for edge cases or on-demand feedback campaigns.
2.5. Time-based automator (e.g., send 48 hours after task closed).
Platform Variants
3.1. Zapier
• Feature/Setting: Use "New Record in CRM" as trigger; configure "Send Email" with dynamic survey link and client variables.
3.2. Microsoft Power Automate
• Feature/Setting: Automate on completion flag in SharePoint/Outlook; set "Send an email (V2)" Action with automated survey distribution.
3.3. Salesforce
• Feature/Setting: Use "Process Builder" or "Flow" for automating email upon project completion field update.
3.4. HubSpot
• Feature/Setting: Automated workflow triggered by deal stage; include "Send Email" and personalize survey request.
3.5. Mailchimp
• Feature/Setting: Automate via "Customer Journey" with condition “Completed” tag, then scheduled survey email.
3.6. Twilio SendGrid
• Feature/Setting: Invoke "Mail Send API" on trigger; automatedly deliver satisfaction survey email post-completion.
3.7. ActiveCampaign
• Feature/Setting: Create automator using "Deal Stage Change" trigger; automate survey email to assigned contact.
3.8. Intercom
• Feature/Setting: "Event-based Message" automation for project status, sending survey link to client inbox.
3.9. Google Workspace (Apps Script)
• Feature/Setting: Script listens for Google Sheet update, automatedly generates and sends customized follow-up survey emails.
3.10. Pipedrive
• Feature/Setting: Workflow automation triggered by deal status; automated output sends survey template to client email.
3.11. Monday.com
• Feature/Setting: Automator on Item Status "Done"; sends automated satisfaction survey link email.
3.12. Slack
• Feature/Setting: Slackbot workflow to automate posting/sending DMs with survey links to project channels/clients.
3.13. Smartsheet
• Feature/Setting: Automated alerts/actions for row status changed to "Complete"; sends email with satisfaction survey.
3.14. Asana
• Feature/Setting: Custom Rule for Task Completion triggers automated email via integration with messaging platform.
3.15. ClickUp
• Feature/Setting: Automate using "Automations" for task status change—automated survey invite sent.
3.16. SurveyMonkey
• Feature/Setting: Use API to automatedly dispatch survey invites upon project completion logged elsewhere.
3.17. Typeform
• Feature/Setting: Integrate with email connector; automatedly send survey on completed deal/project signal.
3.18. Freshdesk
• Feature/Setting: Ticket workflow automation sends feedback survey to client representative when project closed.
3.19. Trello
• Feature/Setting: Butler automation sends an email or notification to client when card moved to "Completed."
3.20. Airtable
• Feature/Setting: Automations trigger on record status; automatedly dispatch survey email using “SendGrid Integration.”
Benefits
4.2. Automated analytics collection simplifies tracking client satisfaction and identifying improvement areas.
4.3. Reduces staff workload and risk of human error by automating communications and reminders.
4.4. Accelerates testimonial collection for marketing and verifies quality control in bricklaying projects.
4.5. Ensures continuous loop for performance feedback, enabling ongoing automated service enhancement.