1.Detect completed job status change
Integrate Service Fusion and job status tracking tools to detect job completion and trigger the survey workflow.
Send feedback survey after job completion to customers
Automatically monitor job status changes to Completed across Service Fusion and pulseM. Create and update when qualifying jobs finish, service types are configured, or survey-sent notes are missingβso you can send pulseCheck surveys, log outreach notes, and personalize messages without manual follow-up.
How this automation boosts post-service feedback responses
When job completion goes untracked, feedback requests get delayed and outreach history stays invisible. This automation filters qualifying records, sends pulseCheck surveys via pulseM, and updates Service Fusion with a survey-sent markerβso your team can capture responses and strengthen onboarding.
Service Fusionor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and automation rules to continue only for qualifying completed jobs and configured service types.
Filter by Zapieror swap with your favorite app
3.Send pulseCheck feedback survey
Integrate pulseM and message personalization tools to send pulseCheck and map job and contact fields.
pulseMor swap with your favorite app
4.Add survey-sent marker note
Integrate Service Fusion and CRM-style record updates to write a survey-sent marker note on the job record.
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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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