1.Triggers every week at set time
Integrate Schedule by Zapier and scheduling tools to start the workflow each week and to create the weekly run window.
Add recent clinic patients to weekly survey list
Automatically run on a weekly schedule across Schedule by Zapier and Google Sheets. Create a clean send list when scheduled run fires, completed visits land, or cutoff windows startβso you can compute cutoff dates, pull recent attendance rows, and add unmatched patients without manual spreadsheet cleanup.
How this automation builds your weekly CSAT and NPS send list
When the weekly schedule fires, manual coordination can miss recent clinic visits or send incomplete survey lists. This automation calculates the cutoff date, finds and filters last seven days attendance, and creates or updates survey control rowsβso your team can launch CSAT and NPS outreach on time.
Schedule by Zapieror swap with your favorite app
2.Formats time and calculates cutoff
Integrate Formatter by Zapier and date utilities to map trigger time and calculate the cutoff window for last seven days.
Formatter by Zapieror swap with your favorite app
3.Finds rows in attendance worksheet
Integrate Google Sheets and spreadsheet tools to look up attendance rows by clinic, status, and the cutoff lookup date.
Google Sheetsor swap with your favorite app
4.Iterates each attendance row
Integrate Looping by Zapier and data mapping tools to iterate rows and extract consult date, patient name, and phone values.
Looping by Zapieror swap with your favorite app
5.Keeps visits within last seven days
Integrate Filter by Zapier and conditional rules to continue only when consult dates fall within the last seven days window.
Filter by Zapieror swap with your favorite app
6.Finds or creates survey control row
Integrate Google Sheets and contact matching to find by phone or create new survey rows for outreach lists.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Klaviyo, Email by Zapier, Google SheetsSwap with your favorite apps.
Add 6 month NPS responses to team tracker sheet
Your 6 month NPS responses sit in segments and spreadsheets, delaying triage and leaving detractors unaddressed. Capture and centralize responses so your support team can prioritize outreach same day.
- Apps: Webhooks by Zapier, Filter by Zapier, ChatGPT (OpenAI), SnowflakeSwap with your favorite apps.
Add classified NPS responses to your data warehouse
Your NPS comments arrive untagged, leaving your product team unable to triage recurring issues or quantify sentiment. Keep classified records available for analysis and prioritization within minutes.
- Apps: Webhooks by Zapier, Code by Zapier, DelightedSwap with your favorite apps.
Add closed customer conversations to delayed survey queue
Your closed conversations aren't queued for surveys, causing feedback blind spots. Add those customers to a delayed survey list so you capture feedback and route follow-ups within hours.
- Apps: ConnectWise Manage, Qualtrics, Microsoft OutlookSwap with your favorite apps.
Add closed incident contacts to post-issue survey list
Your closed tickets often lack survey contacts, leaving gaps in post-resolution feedback and slowing corrective action. Add contacts to your survey audience automatically so you can request feedback same day.
- Apps: ConnectWise Manage, Filter by Zapier, Microsoft Outlook, QualtricsSwap with your favorite apps.
Add closed ticket customers to your survey list immediately
Your closed service tickets often miss a survey contact, delaying feedback and hiding satisfaction trends. Add customers to the survey list automatically so support managers get feedback same day.
- Apps: Webhooks by Zapier, Code by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add completed CSAT responses to master results sheet
Your CSAT survey responses arrive via webhooks and, if unrecorded, block analysis and timely CSM follow-up. They go into a single master sheet so your team can review and act on feedback same day.
- Apps: Airtable, Zapier Tables, Filter by Zapier, Webhooks by ZapierSwap with your favorite apps.
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.
- Apps: Webhooks by Zapier, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add completed survey responses to your NPS tracking table
Your survey webhooks arrive untracked, leaving marketing without contact-linked NPS for follow-up. They are captured into a central marketing table for segmentation and outreach within minutes.
- Apps: Teachable, Formatter by Zapier, Filter by Zapier, AskNicelySwap with your favorite apps.
Add course completers to NPS survey participant list
Course completions rarely trigger NPS invites, so program managers miss post-course feedback. This adds completers into the survey list so you receive actionable feedback within days.
- Apps: Webhooks by Zapier, Zapier Tables, Google SheetsSwap with your favorite apps.
Add CSAT feedback rows to centralized team spreadsheet
Your CSAT webhooks arrive disconnected from tickets, leaving ratings untracked and delaying follow-up. The compiled sheet surfaces low-rated tickets so you can escalate and remediate them same day.
- Apps: Webhooks by Zapier, Salesforce, ChatGPT (OpenAI), Zapier Tables, SendGridSwap with your favorite apps.
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.
- Apps: Appcues, Formatter by Zapier, Google Sheets, Storage by Zapier, Mailchimp, SlackSwap with your favorite apps.
Add CSAT respondents to mailing list and sheet
Your CSAT survey responses land unstructured, so follow-ups are slow and segments stay incomplete. You get faster segmented follow-ups and reporting within minutes.
- View all
Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.