Trigger feedback surveys after completed supplier transactions

Purpose

1.1. Automate the triggering of feedback surveys to suppliers after every completed bonsai wholesale transaction for analysis and continuous process improvement.
1.2. Automating this process ensures timely, systematic, and scalable supplier feedback collection for better vendor relationship management, quality observation, and operations optimization.
1.3. This automation removes the manual burden, automates survey scheduling, sends reminders, supports escalating unsatisfactory responses, and centralizes all supplier survey data for actionable reporting.

Trigger Conditions

2.1. Supplier transaction marked as “Completed” in inventory or ERP system.
2.2. New invoice with “Fulfilled” status for a wholesale bonsai order.
2.3. Completion event from e-signature of delivery receipt.
2.4. Payment batch processed for a supplier account.
2.5. Automated webhook or callback after order dispatch confirmation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS survey links using the Messages API; configure Sender ID, recipient from transaction data, and message template.
3.2. SendGrid
• Feature/Setting: Automate survey email dispatch via API/v3/mail/send; apply dynamic email templates with parameters mapped from supplier transaction metadata.
3.3. SurveyMonkey
• Feature/Setting: Automate survey invitations through the Send Survey API; survey_id and contact information automatedly populated from transaction completion events.
3.4. HubSpot
• Feature/Setting: Workflows automate survey sending using “Workflow Triggers” for deal stage; configure integration with Feedback Surveys tool.
3.5. Google Forms
• Feature/Setting: Automate personalized form link generation and email, using Google Forms API/Form Publisher.
3.6. Zapier
• Feature/Setting: Automate multi-step workflows; trigger “Survey Invite” app on transaction completion from e.g., QuickBooks or Shopify.
3.7. Microsoft Power Automate
• Feature/Setting: Automate flows triggering survey email via Forms/Outlook using “When a record is updated” trigger from Dynamics 365.
3.8. Salesforce
• Feature/Setting: Automate survey invitations via Process Builder/Flow after Opportunity Closed-Won for suppliers.
3.9. Slack
• Feature/Setting: Automate direct supplier survey notifications through “chat.postMessage” API, targeting vendor contacts.
3.10. Typeform
• Feature/Setting: Automate sending survey links through Webhooks API, map data from supplier completion events.
3.11. Mailchimp
• Feature/Setting: Automate new campaign/email trigger via “Create Campaign” API after transaction completed webhook.
3.12. Monday.com
• Feature/Setting: Automate item status-based triggers using “Status Changed” automation to fire survey notifications.
3.13. Pipedrive
• Feature/Setting: Automate workflow triggers for completed deals using the Workflow Automation module or API.
3.14. Google Sheets
• Feature/Setting: Automate appending of transaction row, then trigger survey dispatch script via Apps Script.
3.15. Jotform
• Feature/Setting: Automate invitations using Assign Form automation linked to supplier email from completion event.
3.16. ActiveCampaign
• Feature/Setting: Automate conditional survey campaign via “Automations” and Trigger “Custom Event API.”
3.17. Alchemer
• Feature/Setting: Automate survey sends via the “Create Survey Invitation” API endpoint; transaction data as merges.
3.18. Airtable
• Feature/Setting: Automate form-based survey invitations on base update using Automation Rules “When record matches conditions.”
3.19. Freshdesk
• Feature/Setting: Automate survey link dispatch after ticket closure using “Ticket Status Updated” automation.
3.20. BambooHR
• Feature/Setting: Automate survey invitations after vendor payment via “Employee Change Webhook” for vendors as external users.
3.21. Clarity Wave
• Feature/Setting: Automate recurring supplier survey campaigns after transaction close using “Survey Scheduler Automation.”
3.22. Oracle Fusion Cloud
• Feature/Setting: Automate event-driven survey triggers via REST API Notifications module linked to supplier transaction events.

Benefits

4.1. Automates repetitive, high-volume survey triggers to maintain supplier monitoring with zero manual intervention.
4.2. Automation increases response rates by ensuring suppliers are contacted promptly every transaction cycle.
4.3. Enables scalable, automatable feedback collection, helping to analyze trends and identify at-risk vendor relationships automatically.
4.4. Automating enables quick escalation, reducing time to respond to supplier dissatisfaction or issues.
4.5. Automated data centralization supports insight-driven, analytics-based supplier management for long-term business growth.