1.Detect task updated for projects
Integrate Rocketlane and project task workflows to watch for completion task updates and start the survey outreach flow.
Send project completion survey to assigned customer contacts
Automatically monitor task updated events in Rocketlane across customer-facing projects. Send survey emails and post project updates when completion status changes, survey task name matches, or task assignees appearβso you can send surveys, track outreach, and keep projects on time without manual outreach.
How this automation accelerates customer feedback collection
When Rocketlane task updates do not trigger survey outreach, customers may miss the chance to give timely feedback. This automation searches customer-facing projects, filters qualifying completion updates, sends survey emails, and posts outreach to projectsβso your team can collect insights without chasing updates.
Rocketlaneor swap with your favorite app
2.Search project by task project ID
Integrate Rocketlane and project lookup tools to map the task project identifier and confirm the project is customer-facing.
3.Continue only for matching completion
Integrate Zapier filters and task status rules to continue only when the task name and completion status match.
Filter by Zapieror swap with your favorite app
4.Check assignee contact availability
Integrate Zapier branches and email presence checks to route down the customer-assignees path only when assignee emails exist.
5.Send survey email to contacts
Integrate Gmail and email templating to send the survey link using assignee email fields and a configured subject.
Gmailor swap with your favorite app
6.Post private survey outreach comment
Integrate Rocketlane and project comments to post a private message linking back to the task and log outreach.
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Improve customer feedback flow with automated intake routing, owner assignment, and response alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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