Communication & NotificationsPurpose
1.2. Automates notification dispatch, feedback capture, and data aggregation with minimal manual intervention, streamlining communication between legal teams and clients and maximizing response rates.
1.3. Enables insurance attorneys to consistently solicit, analyze, and act upon client satisfaction data, automating client engagement and reputation management workflows.
Trigger Conditions
2.2. Automatedly invoked post-service delivery or after completion of client meeting.
2.3. Scheduled automation based on elapsed time since last interaction.
2.4. Automator detects milestone completion in project tracking software.
2.5. Feedback request triggered by internal status update (e.g., “case resolved”).
Platform Variants
• Feature/Setting: Automated SMS workflow via Programmable Messaging API; configure phone numbers, templates, and webhook to send request SMS immediately after trigger event.
3.2. SendGrid
• Feature/Setting: Automatedly send templated email feedback forms using SendGrid’s Transactional Templates and Mail Send API at case closure.
3.3. Mailgun
• Feature/Setting: Automate sending review request emails with dynamic fields using the Messages API.
3.4. Gmail
• Feature/Setting: Automate dispatch of feedback request email via OAuth2 authentication and Gmail API send method.
3.5. Outlook 365
• Feature/Setting: Automate email feedback flow via Microsoft Graph API and message send endpoint.
3.6. HubSpot
• Feature/Setting: Automator triggers Workflow to send feedback survey using Marketing Hub Feedback Surveys API.
3.7. SurveyMonkey
• Feature/Setting: Automate survey send-out with survey invitation API, mapping clients and survey URLs.
3.8. Typeform
• Feature/Setting: Automated feedback form invitation using Create Form API and Response Webhooks.
3.9. Jotform
• Feature/Setting: Automate form sharing via Jotform API send_invite endpoint.
3.10. WhatsApp Business API
• Feature/Setting: Automator sends feedback template messages using WhatsApp’s Message API with custom placeholders.
3.11. Slack
• Feature/Setting: Automate internal alert post-feedback via chat.postMessage for routing positive/negative reviews to channels.
3.12. Zoho CRM
• Feature/Setting: Automate survey request via Zoho CRM Workflow and Zoho Survey integration API.
3.13. Salesforce
• Feature/Setting: Automate feedback flow via Process Builder or Flow builder, calling Feedback API/survey on opportunity closed.
3.14. Freshdesk
• Feature/Setting: Automated feedback email after ticket closure using Automations > Ticket Updates and Freshdesk API.
3.15. Intercom
• Feature/Setting: Automate follow-up message via Intercom Messenger and Conversation API after case completed.
3.16. Microsoft Teams
• Feature/Setting: Automator sends feedback reminder via Teams Bot Framework and Conversation API.
3.17. Zendesk
• Feature/Setting: Automate feedback ticket via Zendesk Triggers and Ticket/Survey API.
3.18. ActiveCampaign
• Feature/Setting: Automate email follow-up chain using Automations and API-triggered campaign.
3.19. Pipedrive
• Feature/Setting: Automated email or SMS using Workflow Automation and connected integrations for feedback.
3.20. Google Sheets
• Feature/Setting: Automated data collection using Append Row API as feedback records for reporting dashboards.
Benefits
4.2. Enhances client engagement through timely, automated, and standardized reviews.
4.3. Automated centralization of response data for easy compliance and improvement tracking.
4.4. Facilitates more rapid service improvement cycles by automating actionable insights.
4.5. Builds online reputation through automated public review requests with opt-in routing.
4.6. Supports automated escalation of negative feedback directly to resolution teams.
4.7. Delivers scalable communication and feedback automation at every touchpoint.