Case closure notifications and satisfaction surveys

Purpose

1.1 Automate the process of notifying clients upon case closure in low income housing programs.
1.2 Automated sending of satisfaction surveys to collect feedback following case resolution.
1.3 Ensures consistent, timely, and trackable communication with beneficiaries.
1.4 Supports compliance, reporting, and service improvement via automated data collection.
1.5 Reduces manual effort for case managers by automating repetitive communication steps.

Trigger Conditions

2.1 Automated trigger on case status change to “Closed” in case management software.
2.2 Auto-trigger upon completion of all mandatory case closure fields.
2.3 Scheduled automation for sending satisfaction survey after a configurable delay post-closure.
2.4 Optional triggers: supervisor approval, applicant confirmation, or system batch update.

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Automate SMS notifications
• Sample: Configure Messaging API, trigger via “case_closed” webhook.
3.2 SendGrid
• Feature/Setting: Automate closure email & satisfaction survey dispatch
• Sample: Use Send Email API, dynamic template, automation upon case closure event.
3.3 Mailgun
• Feature/Setting: Automate templated email communication
• Sample: Set up Routes, send via HTTP API at closure.
3.4 Outlook 365
• Feature/Setting: Automate closure emails
• Sample: Use Graph API, automation flow on new case closure.
3.5 Gmail
• Feature/Setting: Automate survey email after closure
• Sample: Utilize Gmail API, watch for closure tags.
3.6 Slack
• Feature/Setting: Automated direct messaging to users
• Sample: Configure Slack Bot, use chat.postMessage API.
3.7 Microsoft Teams
• Feature/Setting: Automate team notifications
• Sample: Graph API for Teams, automate post to channel on closure.
3.8 Salesforce
• Feature/Setting: Workflow to automate closure notifications
• Sample: Use Process Builder with Email Alert action.
3.9 Zoho CRM
• Feature/Setting: Automated notifications and surveys
• Sample: Blueprint automation, email survey on “Closed” status.
3.10 HubSpot
• Feature/Setting: Automate property change triggers
• Sample: Workflow tool, send survey email on deal closure.
3.11 SurveyMonkey
• Feature/Setting: Automate distribution of satisfaction surveys
• Sample: API automation for survey send on case completion.
3.12 Typeform
• Feature/Setting: Automate personalized survey invitations
• Sample: Webhook automation, trigger form email on closure.
3.13 Google Forms
• Feature/Setting: Automate survey link dispatch
• Sample: Automated email with form link post-closure via Apps Script.
3.14 Qualtrics
• Feature/Setting: Automated survey workflow
• Sample: XM Directory event trigger for post-case mailings.
3.15 Zendesk
• Feature/Setting: Automate satisfaction survey on ticket closure
• Sample: Triggers and automations, send survey email.
3.16 Freshdesk
• Feature/Setting: Automated CSAT survey after case resolved
• Sample: Automations, event-based survey dispatch.
3.17 Intercom
• Feature/Setting: Automated closure follow-up messages
• Sample: Series, automate closure message and survey.
3.18 WhatsApp Business API
• Feature/Setting: Automated WhatsApp survey on closure
• Sample: Send template message via API trigger.
3.19 Pipedrive
• Feature/Setting: Automate client notifications
• Sample: Workflow automation on “Deal Won/Closed” event.
3.20 Aircall
• Feature/Setting: Automate voice notification or SMS
• Sample: Call or SMS automation flow on closure events.
3.21 Jotform
• Feature/Setting: Automated survey invitation after closure
• Sample: Webhook automation to send survey email.

Benefits

4.1 Automates routine communication, saving staff time and reducing errors.
4.2 Ensures every case receives closure notification and follow-up, improving response rates.
4.3 Automated satisfaction survey collection delivers real-time feedback for rapid service improvements.
4.4 Automated communications streamline compliance and data reporting.
4.5 Enhances transparency and builds trust with program participants through consistent automated outreach.