Client Onboarding & ManagementPurpose
1.2. Ensures timely, consistent, and data-driven enhancement of client experiences throughout creative engagement.
1.3. Automates repetitive survey tasks, reduces manual intervention, and increases actionable insights for ongoing professional service improvement.
1.4. Streamlines onboarding, project completion, and post-delivery check-ins via instant, automated outreach.
Trigger Conditions
2.2. Triggered after client onboarding finalization.
2.3. Triggered by status change in a CRM, project management tool, or custom event webhook.
2.4. Automates recurring feedback collection post-service intervals.
Platform Variants
• Feature/Setting: Automate survey creation and public link distribution via "Responses API" and "Webhooks" for real-time updates.
3.2. Google Forms
• Feature/Setting: Automate sending and response logging with Google Forms API and "Forms.addOnSubmit()" trigger in Apps Script.
3.3. SurveyMonkey
• Feature/Setting: Automate distribution via "Create Collector" API and response retrieval through "Get Responses" API.
3.4. Jotform
• Feature/Setting: Webhook integration automates survey delivery & collects response data using "/form/{id}/submissions" endpoint.
3.5. Microsoft Forms
• Feature/Setting: Automate survey sharing with Microsoft Graph "List forms" API and automate retrieval by "Get responses" API.
3.6. Zoho Survey
• Feature/Setting: Automate invites with "Add Respondents" API and response pulls via "Get Survey Responses" API.
3.7. Qualtrics
• Feature/Setting: Automate survey email distribution and fetch response data using "Response Export API".
3.8. Mailchimp
• Feature/Setting: Automate campaign creation tied to survey links via "Campaigns" and track engagement with "Reports" API.
3.9. SendGrid
• Feature/Setting: Automate email scheduling with "Mail Send" API, inserting survey links and automating follow-ups.
3.10. Twilio SMS
• Feature/Setting: Automate survey links via SMS using "Programmable Messaging API", trigger with survey-driven workflows.
3.11. Slack
• Feature/Setting: Automate survey posting in channels with "chat.postMessage" API and automate reminders.
3.12. HubSpot
• Feature/Setting: Automate survey send after deal stage via "Workflows" and collect feedback with custom properties/API.
3.13. Salesforce
• Feature/Setting: Automate survey outreach at Opportunity close with "Process Builder" and survey data via "REST API".
3.14. Airtable
• Feature/Setting: Automate response logging via "Forms" and collection using "List Records" API.
3.15. Zapier
• Feature/Setting: Automate multi-app workflows that deliver surveys and push responses to trackers via Zapier platform triggers.
3.16. Calendly
• Feature/Setting: Automate post-meeting survey invitations with "Invitee Created" webhook and automated email dispatch.
3.17. ActiveCampaign
• Feature/Setting: Automate survey emails in automations using "Automations API" and track engagement via tags.
3.18. Intercom
• Feature/Setting: Automate in-app survey messages using "Conversations API", monitor engagement.
3.19. Freshdesk
• Feature/Setting: Automate ticket-close survey emails via "Automations" and collect feedback with API sync.
3.20. Monday.com
• Feature/Setting: Automate survey task creation and track completions via "API v2", link results to client boards.
Benefits
4.2. Automator collects feedback for quick, data-backed decision-making.
4.3. Automated analytics—spot trends and pain points faster.
4.4. Automation enhances client retention and referral likelihood.
4.5. Automate compliance and record-keeping on satisfaction metrics.
4.6. Reduces human error in survey collection and follow-up.
4.7. Enables automatable, scalable client feedback across the entire portfolio.