Survey or feedback requests following completion

Purpose

1.1. Collect actionable feedback or ratings from property appraisal clients after service completion to measure satisfaction, drive improvements, and generate testimonials.
1.2. Ensure consistent follow-up, reduce manual outreach, and provide instant survey links to clients’ preferred channels (email, SMS, chat, voice).
1.3. Automatically log responses into CRM or appraisal management platforms for analytics, compliance, and quality assurance.
1.4. Trigger alerts for negative feedback to enable rapid remediation.

Trigger Conditions

2.1. Completion status marked in appraisal software, CRM, or calendar event.
2.2. Appraisal file uploaded/final report sent to client.
2.3. Time-delay triggers post-completion (e.g., after 2 hours/next business day).
2.4. Task completion webhook or project status change.

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API — Send POST request to /Messages with client’s number, merge survey shortlink; Sample: POST to https://api.twilio.com/2010-04-01/Accounts/{AccountSID}/Messages.json
3.2. SendGrid
• Feature: Mail Send API — Create dynamic email with survey URL; Sample: POST to /v3/mail/send with personalizations
3.3. Mailgun
• Feature: Messages API — POST email with survey form; Sample: curl -s --user 'api:key-XXX' https://api.mailgun.net/v3/{domain}/messages
3.4. Slack
• Feature: chat.postMessage — Send DM with Slack API to user; Sample: POST to https://slack.com/api/chat.postMessage
3.5. Zapier
• Feature: Webhooks by Zapier — POST to survey tool; Sample: "POST Zap" webhook integration
3.6. SurveyMonkey
• Feature: Create Collector API — Generate survey link, send via email; Sample: POST /collectors/{id}/messages
3.7. Google Forms
• Feature: URL Prefill & Gmail API — Build form URL, deliver via Gmail API draft/send
3.8. Microsoft Outlook
• Feature: Graph API email endpoint — Send templated email with embedded survey; Sample: POST /me/sendMail
3.9. HubSpot
• Feature: CRM Workflows — Automate post-completion survey; set action to “Send Email” with survey link
3.10. Salesforce
• Feature: Process Builder or Flow — Trigger “Send Survey” workflow on Opportunity/Case closed
3.11. Constant Contact
• Feature: Email Campaign API — Create/Schedule survey email blast; Sample: POST /emails endpoint
3.12. Intercom
• Feature: Outbound Messages — Auto-send post-appraisal survey to contact; uses Intercom API/messages
3.13. Zendesk
• Feature: Triggers for ticket solved — Send CSAT survey via Zendesk trigger or email API
3.14. Freshdesk
• Feature: Automation Rules — Dispatch satisfaction survey on ticket closure
3.15. ActiveCampaign
• Feature: Automations — Send “Survey Email” after contact tagged “Appraisal Complete”
3.16. Typeform
• Feature: API Link Generation — Compose form URL, deliver via email/provider of choice
3.17. RingCentral
• Feature: SMS API — Send survey request via message API to contact phone numbers
3.18. ClickSend
• Feature: SMS API — POST survey link in SMS on completion
3.19. Pipedrive
• Feature: Workflow Automation — Trigger “send survey email” when a deal is marked Won
3.20. Monday.com
• Feature: Automation Recipes — When item changes status, send notification email/SMS with survey

Benefits

4.1. Uniform outreach ensures every client receives professional post-service engagement.
4.2. Feedback is centralized and structured for analytics and compliance.
4.3. Negative trends are detected early for quality improvements.
4.4. Automation reduces labor, shortens response time, and improves customer experience.
4.5. Multi-channel delivery increases participation and completion rates.