1.Captures new survey submission
Integrate Typeform and survey tools to process the new entry payload into structured fields for downstream routing.
Create follow-up tasks and cases from NPS responses
Automatically capture post-trip survey responses across Typeform, Google Sheets, Salesforce, and Gmail. Create follow-up tasks and cases when survey submissions arrive, scores cross the threshold, or trip records are missingβso you can follow up, triage complaints, and notify operations without manual triage.
How this automation creates follow-up tasks and support cases
When a new post-trip survey response lands, delays can slow follow-up and prolong unresolved issues. This automation captures NPS responses, creates rows, and generates Salesforce tasks and cases and sends email notificationsβso your team can respond faster.
Typeformor swap with your favorite app
2.Creates a spreadsheet row
Integrate Google Sheets and reporting systems to write submission timestamp, responses, and reference fields into your worksheet.
Google Sheetsor swap with your favorite app
3.Finds trip record by reference
Integrate Salesforce and CRM workflows to find the trip record using the trip reference and flag missing matches.
Salesforceor swap with your favorite app
4.Creates tasks or complaint cases
Integrate Salesforce and ticketing workflows to create a follow-up Task for high scores or a high priority Case for low scores.
5.Sends notification email
Integrate Gmail and team inboxes to notify operations with the submission summary, score, and the created task or case link.
Gmailor swap with your favorite app
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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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