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Send CSAT request after ticket resolution to customers

Automatically monitor new ticket views across Zendesk. Create outbound CSAT requests and update requester metadata, then log sends to Google Sheets when resolved ticket enters view, closed ticket appears, or tags qualifyβ€”so you can boost responses, keep audit trails, and report CSAT without manual follow-up.

How this automation schedules CSAT requests

When a new ticket enters view without a recent CSAT timestamp, response timing can slip and follow-ups get missed. This automation filters qualifying cases, creates outbound CSAT tickets and updates Zendesk metadata, and logs every send to Google Sheetsβ€”so your team can report CSAT consistently.

  1. 1.Detects new ticket in view

    Integrate Zendesk and ticketing triggers to catch tickets as they enter view.

    Zendeskor swap with your favorite app
  2. 2.Filters qualifying tickets

    Integrate Filter by Zapier and automation rules to continue only for qualifying resolved cases.

    Filter by Zapieror swap with your favorite app
  3. 3.Computes sent timestamp

    Integrate Formatter by Zapier and timestamp formatting to convert time for logging and user fields.

    Formatter by Zapieror swap with your favorite app
  4. 4.Creates outbound CSAT ticket

    Integrate Zendesk and survey ticketing to create a new CSAT request in the first comment.

    Zendeskor swap with your favorite app
  5. 5.Updates requester and ticket

    Integrate Zendesk and conversation tagging to set last CSAT timestamp and add the outbound tag.

    Zendeskor swap with your favorite app
  6. 6.Adds row to CSAT log

    Integrate Google Sheets and reporting spreadsheets to log requester, sent timestamp, and ticket link.

    Google Sheetsor swap with your favorite app

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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