1.Detect card moved into survey phase
Integrate Pipefy and workflow automation to monitor card moves into the survey phase.
Send a post-resolution survey link to each requester
Automatically detect Pipefy cards moved into the survey phase across Pipefy, Gmail, Formatter by Zapier, Delay by Zapier, and Slack. Get instant follow-up messages when cards match specified products, emails contain the survey link, and feedback requests go out on timeβso you can reduce follow-ups, protect response rates, and keep surveys consistent without manual follow-up tracking.
How this automation protects your feedback follow-up
When Pipefy cards move into the survey phase, delays can cause missed responses and low feedback quality. This automation filters the card, searches Gmail for the survey link, extracts the first URL, waits the follow-up window, and sends direct messagesβso your team can request feedback faster.
Pipefyor swap with your favorite app
2.Continue only for qualifying cards
Integrate Filter by Zapier and Zapier checks to confirm cards match the configured phase and specified product.
Filter by Zapieror swap with your favorite app
3.Search messages by card reference
Integrate Gmail and indexing support to search messages using the card reference and retrieve message body content.
Gmailor swap with your favorite app
4.Extract first URL from message body
Integrate Formatter by Zapier and URL parsing tools to extract the first URL from the Gmail message body.
Formatter by Zapieror swap with your favorite app
5.Wait follow-up window before sending
Integrate Delay by Zapier and timing settings to wait the configured follow-up window before outreach.
Delay by Zapieror swap with your favorite app
6.Find Slack user and send DM
Integrate Slack and direct messaging to look up the requester by email and send the survey link.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Userflow, Translate by Zapier, Microsoft Excel, SlackSwap with your favorite apps.
Add CES survey responses to analysis sheet and alert team
Your CES survey responses and comments often go unlogged, so PMs miss actionable feedback. Capture, translate, and log them so teams can act the same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Code by ZapierSwap with your favorite apps.
Add customer feedback comments to campaign issue threads
Your support comments arrive without campaign context, causing missed feedback and slow marketing fixes. Publish comments to issue threads so campaign managers have context and can act the same day.
- Apps: Simplesat, Filter by Zapier, Formatter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Add customer feedback entries to support tracking sheet
Your feedback submissions are unlogged, forcing manual copy and paste and delaying ticket triage. It centralizes responses into one sheet so support managers can act same day.
- Apps: SurveyMars, Filter by Zapier, Formatter by Zapier, Zoho SheetSwap with your favorite apps.
Add customer survey responses to call sheet for follow-up
Your customer feedback isn't recorded centrally, causing delayed triage and missed callbacks. It consolidates responses into a call sheet so agents can begin outreach the same day.
- Apps: Delighted, Formatter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Add customer survey responses to design services sheet
Your customer survey responses sit uncentralized, delaying design handoffs and outreach. The sheet gives your sales and design leads consolidated feedback for same-day follow-up.
- Apps: Hotjar, Formatter by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add dashboard exit survey responses to feedback tracker
Your dashboard exit survey responses arrive untracked, leaving support without context on unhappy users. Theyβre logged into a central feedback worksheet so CX can triage and follow up same day.
- Apps: Google Forms, Google SheetsSwap with your favorite apps.
Add feedback form responses to master tracking spreadsheet
Your feedback form responses go unrecorded, leaving support reps without context and delaying triage. Support staff get consolidated intake for faster triage and same-day follow-up.
- Apps: Typeform, Paths by Zapier, Google SheetsSwap with your favorite apps.
Add incoming feedback submissions to a central support sheet
Untriaged feedback from your contact form creates delays and masks recurring issues for support. Your support team can triage entries from a shared sheet same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add incoming NPS survey responses to master feedback table
Your NPS responses arrive untracked, leaving support reps without organized feedback. Collecting them into one feedback table surfaces low scores for same-day follow-up.
- Apps: Pipedrive, Filter by Zapier, TrustmarySwap with your favorite apps.
Add invoiced customers to feedback contact list promptly
Your invoiced deals miss feedback contacts, leaving product coordinators without survey targets. The workflow adds those customers to your feedback list so surveys can launch same day.
- Apps: Slack, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add NPS messages into your central feedback tracking sheet
Your NPS channel posts go unlogged, scattering client feedback and follow-up responsibilities. Provide Sales Ops and Client Success a searchable feedback log for same-day action.
- Apps: Simplesat, KeapSwap with your favorite apps.
Add NPS response tag to customer contact records
Your NPS responses arrive without contact tags, leaving follow-up unprioritized and reporting incomplete. Tagged contacts let you prioritize outreach and fix reporting same day.
- View all
Explore all customer feedback management automations
Improve customer feedback management with automated feedback collection, sentiment routing, and trend tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.