1.Detect column value change
Integrate monday.com to detect configured completion status updates and trigger SMS feedback automation logic.
Send post-install customer feedback requests via SMS and log
Automatically detect configured completion status changes across monday.com and your feedback workflow apps. Create and update when job marked complete, completion status changes, or qualifying records passβso you can send SMS requests, create feedback records, and capture delivery status without manual follow-up.
How this automation accelerates feedback collection
When configured completion status updates get missed, feedback requests arrive late and ratings slip away. This automation monitors job completion, sends SMS feedback requests and creates structured feedback recordsβso your team can follow up faster.
monday.comor swap with your favorite app
2.Split customer full name
Integrate Formatter by Zapier to split customer full name and map the first element to a greeting for the SMS.
Formatter by Zapieror swap with your favorite app
3.Format trigger timestamp
Integrate Formatter by Zapier to convert the trigger timestamp into local HH:mm for business hours scheduling checks.
4.Gate records for eligibility
Integrate Filter by Zapier to continue only for qualifying completion records and handle business-hours eligibility.
Filter by Zapieror swap with your favorite app
5.Send SMS feedback request
Integrate Quo to send an SMS with the customer phone, first name, and job reference plus the review link.
Quoor swap with your favorite app
6.Create feedback record
Integrate Zapier Tables to create a new feedback row with job reference, customer details, review link, message body, and delivery status.
Zapier Tablesor swap with your favorite app
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Improve customer feedback management with automated feedback collection, sentiment routing, and trend tracking
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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.
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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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