Client Relationship & CommunicationPurpose
1.2. Automate aggregation of responses from multiple channels into a central repository.
1.3. Enable automated tracking and reporting of satisfaction metrics for quality improvement.
1.4. Automator ensures follow-ups, escalations, and workflow triggers based on response patterns.
1.5. Improve overall client experience by automating feedback collection and analysis for an architecture design firm.
Trigger Conditions
2.2. Initiated when a specific project phase in PM software is marked “Complete.”
2.3. Automates when a new invoice is paid or a contract is signed.
2.4. Scheduled automator triggers at custom intervals (weekly, monthly, quarterly).
2.5. Custom webhooks, API endpoints, or manual on-demand triggers from CRM/dashboard.
Platform Variants
3.1. Twilio SMS API
• Feature/Setting: Automates SMS survey send on project close; configure message template, recipient list, webhook for results.
3.2. SendGrid
• Feature/Setting: Trigger automated survey emails with dynamic fields; enable inbound parse for response tracking.
3.3. Google Forms API
• Feature/Setting: Automated form distribution, real-time response collection via webhooks, Google Sheets sync.
3.4. Typeform
• Feature/Setting: Automate survey creation, link generation, and webhook integration for aggregated results.
3.5. SurveyMonkey API
• Feature/Setting: Automates survey sends with batch endpoints; collects and aggregates data via GET responses API.
3.6. Microsoft Outlook (Microsoft Graph API)
• Feature/Setting: Automates email survey dispatch using mail/send; automates aggregation via mail/read events.
3.7. Slack (Incoming Webhooks | SurveyBot)
• Feature/Setting: Automate direct or channel-based survey distribution; aggregate responses via slash commands.
3.8. HubSpot
• Feature/Setting: Automates survey workflow on deal/milestone close; response aggregation into contact timeline.
3.9. Salesforce
• Feature/Setting: Automate satisfaction survey trigger via Process Builder; aggregate responses using Reports API.
3.10. Zoho CRM
• Feature/Setting: Automates follow-up survey emails/tasks upon deal updates; direct sync with Zoho Survey.
3.11. Airtable
• Feature/Setting: Automates new records for satisfaction surveys; form integration for automated result capture.
3.12. Mailchimp
• Feature/Setting: Automate segmented survey sends via marketing automation; aggregate results in campaign reports.
3.13. Qualtrics API
• Feature/Setting: Automates survey initiation from trigger events; auto-pull aggregated responses to dashboard.
3.14. Jotform
• Feature/Setting: Automated survey invitations by email or SMS; submissions automatically exported via webhook.
3.15. Intercom
• Feature/Setting: Automate in-app messaging/surveys; aggregate feedback in reporting dashboard.
3.16. WhatsApp Business API
• Feature/Setting: Automate satisfaction survey send via templated messages; webhooks capture replies for aggregation.
3.17. Zapier Webhooks
• Feature/Setting: Connect survey tools and CRMs; automates multi-platform aggregation using Zaps.
3.18. Pipedrive
• Feature/Setting: Automates post-deal survey outbound messages; custom field aggregation for response storage.
3.19. Monday.com
• Feature/Setting: Automate survey tasks after item status change; results aggregate into automatable dashboards.
3.20. Freshdesk
• Feature/Setting: Automatic survey requests after ticket closure; aggregate scores with automated tagging.
Benefits
4.2. Automator ensures immediate, consistent survey delivery upon event triggers.
4.3. Automatedly aggregates multi-channel feedback for unified reporting and analytics.
4.4. Enables automated escalations and follow-ups when satisfaction scores fall below thresholds.
4.5. Increases actionable insight frequency due to continuous automation, enhancing architectural client relationships.