Automated feedback collection after project completion

Purpose

1. To automatically solicit, collect, and manage client or supplier feedback post-project, ensuring data-driven improvements and compliance with industry quality standards.

2. Facilitate rapid response to client or partner concerns, fulfill contractual obligations for feedback, and deepen engagement through structured follow-up processes.

3. Integrate feedback into QMS (Quality Management System) for continuous improvement initiatives and audit-readiness.

Trigger Conditions

1. Project marked as completed in ERP, CRM, or PM (project management) systems.

2. Specific workflow status change, such as final invoice sent or delivery confirmed.

3. Scheduled custom API callback from project documentation platforms indicating closure.

Platform Variants

1. Salesforce

• Function: Process Builder or Flow to trigger feedback email on project status “Completed.”
  
• Sample: Configure Flow to send survey links via Salesforce Email Alerts.
  

2. HubSpot

• Setting: Workflow Automation with Feedback Survey action post-deal closure.
  
• Sample: Automation triggers upon “Closed-Won” project, sends connected Feedback Form.
  

3. Microsoft Dynamics 365

• Function: Power Automate Flow using “When a record is updated” in Projects entity.
  
• Sample: Trigger Forms Pro survey distribution via email.
  

4. ServiceNow

• Setting: Workflow Editor, use “Send Notification” on Project Task closure event.
  
• Sample: Configure email survey using Virtual Agent plug-ins.
  

5. Monday.com

• Feature: Automations – “When status changes to Done, send email.”
  
• Sample: Integrated webhook to external survey tool.
  

6. Twilio SMS

• Setting: Programmable Messaging API; trigger SMS with survey link upon API webhook from project DB.
  
• Sample: SMS body: "Your feedback is requested: [survey_url]".
  

7. Zendesk

• Feature: Automations; send satisfaction survey via Zendesk Survey API post-ticket associated with project closure.
  
• Sample: Automatic satisfaction email after project is resolved.
  

8. Slack

• Setting: Workflow Builder; trigger direct message with feedback form when channel receives project closure alert.
  
• Sample: “Send form” action integrated using Slack Block Kit.
  

9. Google Workspace

• Feature: AppSheet Automation; trigger Google Form send-out via workflow on Google Sheet row update signaling closure.
  
• Sample: AppSheet sends Form to project stakeholders.
  

10. Asana

• Feature: Rules Automation; on task status "Completed," trigger integration with survey service webhook.
  
• Sample: Feedback email launched using Asana-Zapier Add-on.
  

11. JIRA

• Setting: Automation Rule on Issue Transition to “Done,” calls webhook to survey API.
  
• Sample: “Send feedback survey” REST API action.
  

12. SurveyMonkey

• Setting: API Endpoint; automated survey distribution triggered by POST from business system.
  
• Sample: Use “Create Collector” and auto-email survey.
  

13. Qualtrics

• Function: Actions Pipeline integrates with CRM API, automatically triggers survey distribution on event.
  
• Sample: Project close event launches X flow for feedback.
  

14. Sendinblue

• Setting: Marketing Automation Scenario; event-triggered email with embedded feedback link.
  
• Sample: Scenario start on project status update call.
  

15. Mailchimp

• Feature: Customer Journey; Journey event is “Project Finished,” sending survey campaign.
  
• Sample: Prebuilt journey automation for survey send.
  

16. Zoho CRM

• Setting: Workflow Rule post-project; triggers Zoho Survey integration API.
  
• Sample: On “Closed” project, ZOHO Survey sends email.
  

17. Intercom

• Feature: Series Automation; feedback message in-app or via email when “project complete” webhook received.
  
• Sample: Engage user flow with Survey App embed.
  

18. Trello

• Feature: Butler Automation; triggers email from card moved to “Done” list using MailHook.
  
• Sample: Upon move, execute HTTP request to survey service.
  

19. Pipedrive

• Setting: Workflow Automation; after deal status changes to “Won,” send feedback invitation over integrated provider.
  
• Sample: Workflow action: trigger webhook to feedback tool.
  

20. ClickUp

• Feature: Automations – “When Task Status changes to Complete, email with feedback form sent.”
  
• Sample: Integration with Google Forms or Typeform via webhook.
  

21. SAP

• Setting: Business Workflow Event; completion triggers API call for feedback request via external survey API.
  
• Sample: Event-based workflow to call HTTP endpoint.
  

Benefits

1. Standardizes post-project feedback, improving process quality and client satisfaction.

2. Maximizes response rates by engaging stakeholders immediately on closure.

3. Reduces administrative overhead and manual follow-ups.

4. Enables real-time data collection, central analysis, and faster response to issues.

5. Strengthens supplier and client relationships by demonstrating a commitment to continual improvement.