1.Monitors new or updated ticket
Integrate ConnectWise Manage and ticketing tools to watch for completed parent incident tickets to trigger contact lookup.
Add closed incident contacts to post-issue survey list
Automatically monitor new or updated tickets in ConnectWise Manage incident boards and capture parent ticket contact details across Qualtrics. Create and update survey contacts when emails match, or alert service recipients when lookups failβso you can add CSAT and NPS audiences without manual list imports.
How this automation grows your post-issue survey outreach
When a completed incident ticket arrives, missed contact adds can limit CSAT and NPS outreach. This automation looks up contacts and upserts survey audience entries and sends lookup failure alertsβso your team can expand survey coverage without manual imports.
ConnectWise Manageor swap with your favorite app
2.Finds contact by email
Integrate ConnectWise Manage and contact enrichment tools to search contacts by the ticket contact email to return a matching record.
3.Creates or updates mailing list contact
Integrate Qualtrics and mailing list tools to map ticket and contact fields into the survey contact record to upsert audience entries.
Qualtricsor swap with your favorite app
4.Sends lookup-failure internal alert
Integrate Microsoft Outlook and notification tools to send HTML alerts when a contact lookup fails, including ticket and owner details.
Microsoft Outlookor swap with your favorite app
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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