Automated customer satisfaction survey dispatch after order fulfillment

Purpose

1.1. Automates the dispatch of customer satisfaction surveys immediately after order fulfillment to measure service quality, enhance engagement, and obtain actionable feedback for pneumatic tool suppliers.
1.2. Automated survey dispatch enables proactive customer relationship management by collecting data at the optimal post-transaction moment, supporting ongoing service improvements and loyalty programs.
1.3. Automating feedback collection helps industrial equipment wholesalers rapidly identify issues and automate follow-ups, improving response rates and reputation management.

Trigger Conditions

2.1. Order status changes to "fulfilled" or "shipped" in ERP, CRM, or eCommerce backend.
2.2. Invoice or shipping confirmation automates event logging in relevant business management systems.
2.3. Customer contact information validated and available (email, phone, messaging app ID).
2.4. Customer not previously surveyed within a configurable automation timeframe.
2.5. Survey automation triggers can be customized for B2B account, end-user order, or order volume.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS survey dispatch using Twilio API’s "Messages – Create" endpoint; configure webhook to trigger on order fulfillment status.
3.2. SendGrid
• Feature/Setting: Automated email survey using SendGrid "Mail Send" API; template ID mapping for transactional automation events.
3.3. Mailchimp
• Feature/Setting: Automator adds customer to survey audience on order closing via Mailchimp’s "Add Member" API and automation journey triggers.
3.4. Zendesk
• Feature/Setting: Automate ticket creation using Zendesk "Create Ticket" API with automated survey and follow-up workflow rules.
3.5. HubSpot
• Feature/Setting: Workflow automation — triggers survey emails with HubSpot "Send Survey" via workflows based on deal stage changes.
3.6. Salesforce
• Feature/Setting: Flow automation initiates customer satisfaction task using Salesforce Process Builder & "Send Email" automation action.
3.7. SurveyMonkey
• Feature/Setting: Automate invitation using SurveyMonkey "Create Collector" API for email/sms collectors on event-based triggers.
3.8. Google Forms + Gmail
• Feature/Setting: Automated batch email with Google Apps Script triggers when fulfillment sheet cell updates; Gmail API for customized distribution.
3.9. Qualtrics
• Feature/Setting: Automated survey trigger setup in Qualtrics using "Distributions" API tied to eCommerce webhook.
3.10. Microsoft Power Automate
• Feature/Setting: Automate flow with trigger ("When a record is updated" in Dynamics 365) and action ("Send survey via Forms Pro").
3.11. Slack
• Feature/Setting: Automated DM using Slack Bot "chat.postMessage" API triggered by webhook from backend on order status.
3.12. Zoho CRM
• Feature/Setting: Automatic survey email when sales order is fulfilled using Zoho CRM Workflow “Send Email” automation.
3.13. Airtable
• Feature/Setting: Automate with Airtable Automations — trigger email survey when record updated to "fulfilled".
3.14. Freshdesk
• Feature/Setting: Automated ticket with customer survey using Freshdesk's “Dispatch’r” rule on order close.
3.15. Intercom
• Feature/Setting: Automated in-app/message/email survey using Intercom "Outbound Messages" triggered by tag update.
3.16. ActiveCampaign
• Feature/Setting: Automate customer satisfaction survey email using automation workflows, triggered on contact field update.
3.17. Pipedrive
• Feature/Setting: Automation triggers survey email using Pipedrive “Workflow Automation” on deal status.
3.18. Typeform
• Feature/Setting: Automatically send Typeform survey using their "Responses API" after webhook from eCommerce system.
3.19. Shopify
• Feature/Setting: Shopify Flow automation — on order fulfilled event, trigger third-party app or survey email dispatch.
3.20. Microsoft Teams
• Feature/Setting: Automated Teams message or adaptive card with survey using Teams Bot “Send Activity” API, triggered by fulfillment logic.

Benefits

4.1. Automates timely customer feedback collection, enabling continual service refinement.
4.2. Automation boosts response rates with instant, context-rich survey requests.
4.3. Automator reduces manual data entry, saving support/admin labor for pneumatic tool wholesalers.
4.4. Automated insights accelerate resolution of post-sale issues, reducing negative reviews.
4.5. Automation analytics identify emerging trends for product and service upgrade planning.
4.6. Automating survey dispatch strengthens long-term customer loyalty through regular, automated engagement.