1.Monitors new or updated tickets
Integrate ConnectWise Manage and ticketing tools to detect completed parent ticket updates and decide whether to proceed.
Add closed ticket customers to your survey list immediately
Automatically monitor new or updated ConnectWise Manage parent tickets in completed status across Customer experience management tools. Enroll the ticket contact in your Qualtrics survey list, alert ops on missing matches, and save ticket context automatically so you can scale CSAT and NPS outreach without manual list building.
How this automation expands your survey audience
When completed parent tickets arrive, survey outreach can stall and CSAT and NPS signals get lost. This automation filters completed tickets, enrolls matching contacts in Qualtrics, and escalates missing contacts by emailβso your team can send surveys with the right context.
ConnectWise Manageor swap with your favorite app
2.Continues only for qualifying parents
Integrate Filter by Zapier to evaluate parent existence and completed status conditions before moving forward.
Filter by Zapieror swap with your favorite app
3.Finds contact by ticket email
Integrate ConnectWise Manage and email matching tools to find the contact record by ticket contact email.
4.Sends escalation when no match
Integrate Microsoft Outlook and email notification workflows to notify escalation recipients when no matching contact exists.
Microsoft Outlookor swap with your favorite app
5.Creates or updates survey contact
Integrate Qualtrics and survey mailing list tools to create or update contacts with ticket reference and context.
Qualtricsor swap with your favorite app
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Add classified NPS responses to your data warehouse
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Add closed customer conversations to delayed survey queue
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Add closed incident contacts to post-issue survey list
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Add completed CSAT responses to master results sheet
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Add completed onboarding clients to NPS enrollment list
Your onboarding call completions often aren't enrolled in NPS, causing inconsistent survey coverage and late feedback. Enroll clients and notify the survey system so outreach runs same day.
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Add completed survey responses to your NPS tracking table
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Add course completers to NPS survey participant list
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Add CSAT feedback rows to centralized team spreadsheet
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Add CSAT feedback to table and notify CSM
Your CSAT responses sit outside CRM and reports, leaving marketing ops and CSMs blind to sentiment. It logs feedback, appends a case comment, and alerts the owner for same-day action.
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Add CSAT respondents to mailing list and sheet
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Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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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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