Client Management & OnboardingPurpose
1.2. Route data from field engineers or office teams to central systems for quality assurance or marketing.
1.3. Reduce manual follow‑up, accelerate response rates, and archive positive experiences for business development and compliance.
1.4. Enable segment‑based requests (B2B, B2C), scoring, and sentiment extraction to inform training and process improvement.
Trigger Conditions
2.2. Marked as "done" in field engineer's app.
2.3. Invoice sent.
2.4. 24–48 hours post service.
2.5. Checklist approval in digital forms.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging API — send automated SMS feedback prompts based on job status
• Example: Trigger workflow on "job complete" status to send survey link via SMS
3.2. SendGrid
• Feature: Marketing Campaigns API — email feedback forms or testimonial request
• Example: Auto-send customized feedback request once invoice status is "paid"
3.3. SurveyMonkey
• API Endpoint: /v3/surveys/collectors — create and send new collector links to clients
• Example: Generate unique client questionnaires per service completion
3.4. Google Forms
• API: Google Forms API — programmatically generate forms and send response links
• Example: New form link emailed/SMSed on service job wrap-up
3.5. Typeform
• Endpoint: /responses — retrieve submitted testimonials for analysis
• Example: Auto-trigger email with personalized Typeform after job marked “finished”
3.6. Microsoft Power Automate
• Connector: Outlook Send Email V2 — dispatch onboarding/feedback surveys from service mailbox
• Example: Automated email for client feedback post job approval
3.7. HubSpot
• Endpoint: Engagements API — create feedback tasks for account managers
• Example: Initiate post-service survey email sequences
3.8. Salesforce
• Object: Cases — set automation to generate client survey post-case close
• Example: Feedback email issued upon job case closure
3.9. Zendesk
• Trigger: Ticket Solve — auto-send customer satisfaction survey
• Example: Customer receives SMS/email on ticket resolution
3.10. Intercom
• Event: conversation.closed — send feedback collector via chat or email
• Example: Automate in-app message with feedback prompt
3.11. Mailchimp
• Feature: Autoresponder Campaigns — deliver feedback request emails after tagged service completion
• Example: Campaign triggers feedback survey
3.12. ActiveCampaign
• Automation: End-of-job tag triggers survey email
• Example: Email sent to client with unique testimonial input link
3.13. Monday.com
• Integration: Item Status Change — notify/collect feedback task assignment
• Example: Status change to “completed” triggers automated feedback request
3.14. Airtable
• Feature: Automations — dispatch SMS or email on new record with “job complete” flag
• Example: Formatted template sent with testimonial link
3.15. ClickSend
• API: SMS Campaign endpoint — auto-send feedback collection SMS
• Example: Timed follow-up texts post-job
3.16. Freshdesk
• Scenario Automation: Ticket closed event triggers survey dispatch
• Example: Collects NPS or testimonial via email/SMS
3.17. Slack
• Workflow Builder: Trigger follow-up to internal channel or client via webhook
• Example: Alert team or send client feedback survey on workflow event
3.18. Google Sheets
• Script: Apps Script triggers feedback request email/sms when row is updated
• Example: “Job done” row update sends feedback prompt
3.19. Pipedrive
• Workflow Automation: Deal closed updates triggers feedback activity
• Example: Survey or testimonial request initiated for completed deals
3.20. DocuSign
• API: EnvelopeComplete event triggers feedback request email
• Example: Post-signature feedback survey auto-dispatched
Benefits
4.2. Captures authentic testimonials for marketing with zero manual effort.
4.3. Automates compliance and audit trails for customer satisfaction benchmarks.
4.4. Reduces admin workload enabling teams to focus on higher‑value interactions.
4.5. Enables granular and rapid response to both positive and negative experiences.