1.Receives survey submission
Integrate SurveyMonkey and survey tools to capture incoming consult answers and metadata to log raw submissions.
Create patient feedback records from consult survey responses
Automatically monitor new response notification with answers across SurveyMonkey. Create and update when parsed patient details and question scores qualify so you can create survey records, generate response records, and preserve source identifiers without manual data entry.
How this automation creates patient feedback records
When new consult survey responses arrive, delays can leave patient experiences undocumented. This automation parses answers, filters qualifying submissions, and creates Salesforce survey and response recordsβso your team can respond from complete feedback data.
SurveyMonkeyor swap with your favorite app
2.Parses variables into scores
Integrate Code by Zapier and data parsing tools to normalize free text into numeric scores and extract patient and appointment context to prepare records.
Code by Zapieror swap with your favorite app
3.Continues only for qualifying ids
Integrate Filter by Zapier and validation rules to continue only when a parsed patient id or appointment id is present to ensure actions stay relevant.
Filter by Zapieror swap with your favorite app
4.Creates survey parent record
Integrate Salesforce and CRM workflows to create a survey record mapping dates, comments, and lookup fields to preserve response traceability.
Salesforceor swap with your favorite app
5.Creates child response records
Integrate Salesforce and CRM workflows to create response records for configured questions and link them to the parent survey to capture scored answers.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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