1.Detects configured sales order results
Integrate NetSuite and reporting systems to map order references, customer names, and available email into the workflow to prepare recipients.
Add NPS recipients from sales orders to marketing
Automatically capture customer references from sales orders across NetSuite and marketing platforms. Create and update NPS recipients when configured saved searches find new sales orders, sales order contact details change, or email fields appear or updateβso you can normalize emails, tag recipients, and flag orders for follow-up without manual reconciliation.
How this automation accelerates NPS follow-up
When the configured saved search result for sales orders shows new or updated customer references, follow-up can stall and NPS collection becomes inconsistent. This automation maps order customers into normalized emails, upserts NPS tagged people, and flags orders after the delayβso your team can reach customers at the right time.
NetSuiteor swap with your favorite app
2.Normalizes the source email
Integrate Formatter by Zapier and data validation tools to normalize mapped email values and use fallback contact details to standardize delivery.
Formatter by Zapieror swap with your favorite app
3.Upserts NPS tagged person record
Integrate Ortto and customer profiles to search or create a person by validated email and tag them with NPS to build your recipient list.
Orttoor swap with your favorite app
4.Waits for reconciliation before flagging
Integrate Delay by Zapier and workflow timing controls to pause for five minutes to allow downstream systems to reconcile before the order update.
Delay by Zapieror swap with your favorite app
5.Flags the order for NPS follow-up
Integrate NetSuite and error alerting to set the NPS trigger flag on the sales order after the delay to start survey follow-up, and notify via Microsoft Outlook on errors.
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