1. Automate launching post-service surveys to measure NPS (Net Promoter Score) and CSAT (Customer Satisfaction) automatically after every paint stripping job.
2. Optimized survey outreach via multiple channels—email, SMS, web links—to maximize response rates.
3. Collect real-time reputation and satisfaction data for continual service and reputation management.
4. Enable ongoing automated reputation monitoring and improvement actions based on customer responses.
5. Auto-segment happy/unhappy customers for follow-ups, testimonials, or issue resolution automation.
**2. Trigger Conditions**
1. Service completion marked in scheduling or CRM platforms.
2. Automated invoice paid confirmation event.
3. Manual service status update automation by operations teams.
4. Specified delay after job completion via time-based automator.
**3. Platform Variants**
**3.1. Twilio SMS API**
- Feature/Setting: Automate sending NPS/CSAT surveys via SMS using "Messages" endpoint; configure with service completion webhooks, e.g., POST to /Messages with customer's phone and survey link.
**3.2. SendGrid Email API**
- Feature/Setting: Automating email-based surveys using "Mail Send" API; sample config: JSON payload with recipient, template ID, and dynamic survey link.
**3.3. Google Forms & Google Apps Script**
- Feature/Setting: Automate survey generation with Apps Script; auto-email form link post-service via trigger event.
**3.4. SurveyMonkey API**
- Feature/Setting: Automate survey launch with "Create Collector" and "Send Survey" endpoints; configure email collector on service completion event.
**3.5. Typeform API**
- Feature/Setting: Automating response collection via "Create Form" and "Webhooks" to push survey links to customers.
**3.6. HubSpot Workflows**
- Feature/Setting: Automate survey tasks using workflow triggers ("Deal Stage = Completed"); automated email/SMS execution.
**3.7. Mailchimp Transactional (Mandrill) API**
- Feature/Setting: Automatedly trigger NPS/CSAT survey emails using transactional API; configure with template and merge fields for personalization.
**3.8. ActiveCampaign Automations**
- Feature/Setting: Automate follow-up survey emails via "Automations" builder when contact’s stage = job complete.
**3.9. Zoho CRM & Zoho Survey Integration**
- Feature/Setting: Automate post-service survey via native workflow automation linking CRM and survey platform.
**3.10. Salesforce Process Builder**
- Feature/Setting: Automatable survey deployment by automating on Opportunity/Case "Closed - Won" state.
**3.11. Zendesk Triggers**
- Feature/Setting: Automate sending survey when ticket is closed; configure "Notify target" action with API call to survey tool.
**3.12. Intercom Custom Bots**
- Feature/Setting: Automating in-app or email survey via custom bot flows on tag/event "Service Complete".
**3.13. Customer.io Campaigns**
- Feature/Setting: Automator triggers campaigns to send surveys based on completed service events captured via webhook.
**3.14. Slack Webhooks**
- Feature/Setting: Automate internal survey-sharing using incoming webhooks; automated posting when service jobs close.
**3.15. Power Automate (Microsoft)**
- Feature/Setting: Automate with "When a record is updated" trigger, auto-send survey from Forms or Outlook.
**3.16. Smartsheet Automation**
- Feature/Setting: Automatable workflows to send survey links via email when row status changes to "Job Complete".
**3.17. Jotform API**
- Feature/Setting: Automate NPS/CSAT form creation and link distribution with API "Create Submission" and email tasks.
**3.18. Pipedrive Workflow Automation**
- Feature/Setting: Automate sending survey on deal marking as "Won" using workflow triggers.
**3.19. GSuite (Gmail + Google Scripts)**
- Feature/Setting: Automate email dispatch of Google Forms surveys by event-driven scripts in Gmail.
**3.20. WhatsApp Business API**
- Feature/Setting: Automate survey invites via WhatsApp using "messages" endpoint upon job completion event.
**4. Benefits**
1. Automated survey launches save manual effort, guaranteeing consistent customer feedback.
2. Increased survey reach via multi-channel automation drives higher response rates.
3. Automating data flow instantly gives actionable NPS/CSAT for business reviews and process improvements.
4. Enables reputation management automation—quick resolution of negative feedback, automatedly boosting positive testimonials.
5. Scalable automator deployment, adapting as service volume grows—always-on automated satisfaction reporting.