Client Communication & ReportingPurpose
1.2. Automates the follow-up process for service quality evaluation, strengthening client communication and reporting workflows.
1.3. Enables automated archiving of survey responses for compliance, reporting, and continual service improvement analysis.
1.4. Supports seamless integration with professional services CRMs, ticketing, and archiving platforms for full-cycle automation.
Trigger Conditions
2.2. Service ticket is marked as resolved in helpdesk or ITSM system.
2.3. Automated elapsed time since service delivery (e.g., 24 hours post-closure).
2.4. Manual trigger by account or project manager.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS survey links to clients using Programmable SMS API.
• Example: Configure automated flow to POST survey URL to client mobile numbers after ticket closure.
3.2. SendGrid
• Feature/Setting: Automates bulk or transactional survey email delivery via v3 Mail Send API.
• Example: Trigger automated emails based on project status change in connected CRM.
3.3. SurveyMonkey
• Feature/Setting: Use Send Surveys API endpoint to automate survey invitations.
• Example: Configure POST /v3/surveys/{id}/collectors to trigger after service delivery milestones.
3.4. Google Forms + Gmail API
• Feature/Setting: Automate survey form link distribution via automated Gmail send API.
• Example: Automator triggers email containing form link upon ticket completion event.
3.5. HubSpot
• Feature/Setting: Automates workflow-triggered survey emails using Workflows and Marketing Email API.
• Example: Configure workflow to send post-service survey once deal is marked ‘closed-won’.
3.6. Salesforce
• Feature/Setting: Automate survey dispatch through Process Builder and Email Services API.
• Example: Trigger automated customer satisfaction survey upon case closure.
3.7. Mailchimp
• Feature/Setting: Automates survey campaign sends using Campaigns API.
• Example: Trigger POST /campaigns with survey content when client status is updated.
3.8. Zendesk
• Feature/Setting: Automate survey ticket follow-ups using Triggers and API v2 ticket events.
• Example: Trigger workflows to send survey links after ticket status becomes ‘solved’.
3.9. Microsoft Power Automate
• Feature/Setting: Create automated flows based on SharePoint list or Teams task completion.
• Example: Automate sending Forms survey via Office 365 Outlook connector after task closure.
3.10. Jotform API
• Feature/Setting: Automate creating pre-filled survey links and mailing via /form/{id}/submissions.
• Example: Triggers pre-filled survey email after document archive completion.
3.11. Typeform
• Feature/Setting: Automates sending Typeform survey invites leveraging the Responses API.
• Example: Configure POST /forms/{form_id}/responses to dispatch surveys post-project.
3.12. Freshdesk
• Feature/Setting: Use Automations and API to automate follow-up survey dispatch.
• Example: Fires email with survey when ticket is closed via webhook and API integration.
3.13. Zoho CRM
• Feature/Setting: Automate emails via Workflow Rules and Email API after deal or task status updates.
• Example: Trigger automated survey invitation once archiving service is marked completed.
3.14. ActiveCampaign
• Feature/Setting: Automates follow-up survey delivery using Automations and API /contacts endpoint.
• Example: Triggers survey email on pipeline stage change to ‘complete’.
3.15. Intercom
• Feature/Setting: Automate in-app or email survey prompts using event-based Messenger triggers.
• Example: Send automated in-app survey after chat resolves.
3.16. Slack Bots
• Feature/Setting: Automates posting survey links in client-dedicated channels using Bot API.
• Example: Post automated message with survey link when archiving task ends.
3.17. Microsoft Teams
• Feature/Setting: Automates survey dispatch as channel messages with Graph API.
• Example: Automatedly posts survey link to relevant team on project completion.
3.18. ClickSend
• Feature/Setting: Send automated SMS or email surveys via REST API.
• Example: Triggers automated SMS to client mobile with survey link on workflow event.
3.19. Qualtrics
• Feature/Setting: Automates survey invitations leveraging Distributions API.
• Example: POST to /distributions endpoint for automated survey sends.
3.20. Pipedrive
• Feature/Setting: Automates survey emails using Workflow Automations and Mail API after deal closure.
• Example: Triggers automated satisfaction survey on ‘deal won’ event.
Benefits
4.2. Reduces manual follow-up, minimizes administrative workload, and accelerates insights.
4.3. Automates compliance by archiving survey responses for audits and reporting.
4.4. Enables automators to seamlessly integrate feedback loops into wider information management workflows.
4.5. Enhances client engagement and transparent communication through automated, timely outreach.