1.Monitors new or updated tickets
Integrate ConnectWise Manage and ticketing systems to map ticket reference, contact email, summary, owner, board, status, and parent indicator into the workflow.
Add parent ticket contacts to post-service feedback list
Automatically detect new or updated parent service tickets across ConnectWise Manage and Qualtrics and Microsoft Outlook. Create and update when tickets are resolved, contact emails appear, or contacts are missingβso you can add recipients to your post-service feedback list, embed ticket context, and alert ops without manual list updates.
How this automation protects your post-service feedback list
When a new or updated ticket arrives, missing or mismatched contacts can delay CSAT outreach. This automation filters resolved parent tickets, finds or creates contacts, and updates Qualtrics mailing listsβso your team can deliver post-service feedback on time.
ConnectWise Manageor swap with your favorite app
2.Filters for resolved parent tickets
Integrate Zapier and automation filters to continue only when tickets are parent and in configured resolved or completed statuses.
Email by Zapieror swap with your favorite app
3.Finds contact by email
Integrate ConnectWise Manage and CRM lookups to find a contact by email and branch on found versus not found results.
4.Creates or updates Qualtrics mailing list contact
Integrate Qualtrics and survey marketing tools to create or update the contact in the specified mailing list with embedded ticket context.
Qualtricsor swap with your favorite app
5.Alerts ops on invalid contact
Integrate Microsoft Outlook and email notification tools to send an alert email to ops when the contact is missing or invalid.
Microsoft Outlookor swap with your favorite app
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Add closed ticket customers to your survey list immediately
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Add completed CSAT responses to master results sheet
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Add completed onboarding clients to NPS enrollment list
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Add CSAT feedback rows to centralized team spreadsheet
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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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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