1.Detect card moved or updated
Integrate Trello and ticket workflow tools to detect card activity for post-resolution survey sending.
Send post-resolution survey and update tickets same day
Automatically monitor support card activity across Trello and Zapier Tables. Send post-resolution surveys and update monthly ticket metrics when cards move from resolved to an agent’s active stage—so you can boost CSAT, keep commission records accurate, and log outreach without manual reporting.
How this automation closes the loop on CSAT
When resolved tickets sit without a same-day CSAT send, response rates drop and reporting gets inconsistent. This automation filters resolved card moves, calculates and updates monthly records, then delays and sends the survey while logging the outbound in real time—so your team closes the loop faster.
Trelloor swap with your favorite app
2.Continue only for resolved to active moves
Integrate Filter by Zapier and ticket routing tools to continue only when cards shift stages and match the assigned agent.
Filter by Zapieror swap with your favorite app
3.Find agent monthly commissions record
Integrate Zapier Tables and lookup tools to find the current month agent record matching the ticket reference.
Zapier Tablesor swap with your favorite app
4.Calculate updated commission totals
Integrate Formatter by Zapier and math tools to compute new commission values and updated ticket counts.
Formatter by Zapieror swap with your favorite app
5.Update the commissions record
Integrate Zapier Tables and record update tools to apply calculated totals and prevent duplicate open-ticket entries.
6.Wait one day for SLA timing
Integrate Delay by Zapier and SLA tools to hold the survey send for one day after ticket resolution.
Delay by Zapieror swap with your favorite app
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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
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.
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