1.New entry detected
Integrate Cognito Forms and forms workflows to capture new CES submissions and start the account lookup flow.
Create CES records and alert onboarding team in Slack
Automatically route new CES form entries from Cognito Forms across Salesforce and Gainsight, and notify your onboarding team in Slack. Create and update when low satisfaction ratings arrive so you can insert CES survey records, create Salesforce records, and post Slack alerts without manual follow-up.
How this automation accelerates onboarding-ready survey follow-up
When new CES form entries land, low satisfaction responses can be missed and onboarding action can lag. This automation looks up accounts, qualifies responses, and creates CES survey records in Gainsight and Salesforce and posts Slack onboarding alertsβso your team can follow up at the right time.
Cognito Formsor swap with your favorite app
2.Find matching account
Integrate Salesforce and CRM search tools to find an account by the client identifier and continue when a match is returned.
Salesforceor swap with your favorite app
3.Qualify low satisfaction response
Integrate Filter by Zapier and routing rules to continue only for qualifying low satisfaction responses based on your rating criteria.
Filter by Zapieror swap with your favorite app
4.Insert CES survey record
Integrate Gainsight and survey tracking tools to insert a CES survey record with response date, respondent name, comments, and account reference.
Gainsightor swap with your favorite app
5.Create Salesforce CES record
Integrate Salesforce and record management tools to create a CES survey record with source fields, response date, and comments tied to the account.
6.Post onboarding team message
Integrate Slack and team messaging tools to post a channel alert with account context, owner name, rating summary, and a link to the new survey record.
Slackor 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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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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