1.Detects new form response
Integrate Tally and survey intake tools to trigger downstream matching for appointment-linked feedback.
Send feedback-based SMS with promo and internal alert
Automatically monitor new form responses across Tally, Zapier Tables, SMS by Zapier, and Email by Zapier. Get conditional promo SMS and escalation emails when survey responses land, ratings shift, or submission references appearβso you can update appointments, send the right message, and notify ops without manual follow-up.
How this automation escalates negative feedback fast
When new survey form responses arrive, delays can leave low-sentiment feedback unresolved and promoters unreached. This automation finds appointment and order records, updates appointment feedback status, and sends conditional SMS and escalation emailsβso your team can respond with accuracy.
Tallyor swap with your favorite app
2.Finds appointment record
Integrate Zapier Tables and appointment matching tools to look up the appointment by submission reference or create a placeholder.
Zapier Tablesor swap with your favorite app
3.Finds order record
Integrate Zapier Tables and order lookup tools to retrieve phone and customer contact fields for messaging.
4.Updates appointment feedback
Integrate Zapier Tables and feedback status fields to map submission notes and set the feedback status by rating.
5.Sends conditional SMS
Integrate SMS by Zapier and promo templates to send a favorable promo SMS or a neutral details request.
SMS by Zapieror swap with your favorite app
6.Escalates negative feedback
Integrate Email by Zapier and ops routing tools to email configured ops with order, appointment, and clinic context.
Email by Zapieror swap with your favorite app
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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.
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