Client feedback and survey automation

Purpose

1.1. Automate the end-to-end process of collecting, managing, and following up on client feedback and surveys post-transaction or project completion in accounting firms.
1.2. Streamline communication, capture actionable insights, increase response rates, and ensure prompt action on feedback received.
1.3. Facilitate compliance reporting, continuous service improvement, and enhancement of client relationships through timely notifications and reminders.

Trigger Conditions

2.1. Invoice marked as ‘Paid’ or final report delivered in practice management system.
2.2. Task or engagement completion logged by staff or automated via ERP/accounting solution.
2.3. Scheduled time-based triggers (e.g., quarterly, annually) for routine survey outreach.
2.4. Specific client interaction milestone (e.g., client meeting, consultation call end).

Platform Variants

3.1. Twilio SMS
- Feature/Setting: “Programmable Messaging” API to send SMS survey invitations; configure triggers after accounting task completion (e.g., webhook to Twilio).

3.2. SendGrid
- Feature/Setting: “Transactional Email API”; configure feedback form email post-invoice payment using dynamic templates and scheduling options.

3.3. Mailchimp
- Feature/Setting: “Automated Customer Journeys”; setup post-engagement survey emails using tagging and API triggers from accounting software.

3.4. Microsoft Teams
- Feature/Setting: “Incoming Webhook”; post survey reminders to internal teams on action items from negative feedback.

3.5. Slack
- Feature/Setting: “Incoming Webhooks” to share survey completion notifications or responses to dedicated feedback channels.

3.6. SurveyMonkey
- Feature/Setting: “Create Survey Collector” and “Send Survey” API; auto-generate and distribute client surveys upon mapped triggers.

3.7. Google Forms/Workspace
- Feature/Setting: “Forms API trigger via Apps Script” to send unique feedback links based on client events from accounting database.

3.8. HubSpot
- Feature/Setting: “Workflows” and “Feedback Tool”; schedule and automate personalized post-interaction surveys.

3.9. Salesforce
- Feature/Setting: “Process Builder” or “Flow” to automate survey emails triggered by opportunity stage or case closure.

3.10. Zoho CRM
- Feature/Setting: “Workflow Rules” and “Webhooks”; auto-send survey links after deal status updates.

3.11. Zendesk
- Feature/Setting: “Triggers” to send satisfaction surveys after ticket resolution or accounting case closure.

3.12. Typeform
- Feature/Setting: “Webhooks” for automated survey link delivery upon event triggers from accounting software.

3.13. Calendly
- Feature/Setting: “Event Notification Webhooks” to send feedback request emails/SMS following client appointments.

3.14. ActiveCampaign
- Feature/Setting: “Automations”; trigger feedback email series after custom field changes or tagging in CRM.

3.15. Gmail
- Feature/Setting: “Gmail API” to auto-send individualized survey invites based on accounting SaaS webhook calls.

3.16. Outlook
- Feature/Setting: “Graph API” to draft/send survey follow-ups after calendar events or task completions.

3.17. Intercom
- Feature/Setting: “Post-event Messages” triggered from accounting workflow updates, requesting feedback.

3.18. Airtable
- Feature/Setting: “Automations” to trigger emails/form links from client record updates.

3.19. Pipedrive
- Feature/Setting: “Workflow Automation” to push survey invitations when deal is won or after engagement.

3.20. QuickBooks Online
- Feature/Setting: “Webhooks” or “Integrated App Triggers” to automate survey delivery post-invoice close.

3.21. Stripe
- Feature/Setting: “Webhook on payment success”; trigger feedback requests via integrated email/SMS solution.

3.22. Freshdesk
- Feature/Setting: “Automation Rule”; send satisfaction/feedback survey after accounting ticket solution.

3.23. Monday.com
- Feature/Setting: “Automations” to send feedback links when client project status is set to completed.

3.24. Google Sheets
- Feature/Setting: “Apps Script Triggers” that watch row insertion/updates (e.g., new client transaction) to issue feedback requests.

Benefits

4.1. Significantly increases feedback collection efficiency and completeness.
4.2. Facilitates granular tracking and assessment of client satisfaction trends.
4.3. Reduces staff time investment on repetitive notifications and reminders.
4.4. Enables data-driven improvements in service delivery and compliance documentation.
4.5. Supports timely, consistent, and branded communication throughout the client lifecycle.