1.Runs daily at 5:00 PM
Integrate Schedule by Zapier to trigger the job when the daily send window hits so you can start the survey readiness workflow.
Tag closed case contacts and mark third survey sent
Automatically monitor scheduled checks across Zapier Tables, Looping by Zapier, Filter by Zapier, and ActiveCampaign. Tag contacts and stamp closed cases for surveys when scheduled checks run, daily window hits, or 5:00 PM job firesβso you can prep tags, update case markers, and launch CSAT and NPS outreach without manual case triage.
How this automation stamps survey readiness for CSAT and NPS
When the daily 5:00 PM schedule runs, missed timestamps can delay CSAT and NPS sends and confuse contact targeting. This automation finds qualifying closed cases and prepares ActiveCampaign survey tagging and updates your Zapier Tables survey send markerβso your team can launch surveys on time.
Schedule by Zapieror swap with your favorite app
2.Finds closed cases missing timestamps
Integrate Zapier Tables and case database tools to find records with an empty configured survey timestamp so you can collect case and contact details.
Zapier Tablesor swap with your favorite app
3.Iterates each returned case
Integrate Looping by Zapier and workflow looping tools to process each returned case one by one so you can handle the right contact each time.
Looping by Zapieror swap with your favorite app
4.Continues only for qualifying records
Integrate Filter by Zapier and conditional logic to continue only when status and identifiers match configuration so you can avoid invalid updates.
Filter by Zapieror swap with your favorite app
5.Tags contacts for the survey send
Integrate ActiveCampaign and contact management tools to find or create contacts and swap the configured survey tag so you can prepare campaign delivery.
ActiveCampaignor swap with your favorite app
6.Formats the current timestamp
Integrate Formatter by Zapier and date formatting tools to convert the current time to an ISO string so you can stamp a consistent send marker.
Formatter by Zapieror swap with your favorite app
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