1.Captures new survey response
Integrate Retently and survey capture tools to capture raw nps response payload for analysis-ready notes.
Create research record from NPS survey responses for triage
Automatically capture NPS survey responses across Retently, Zapier, and Dovetail. Create and update when qualifying campaign or cohort replies landβso you can create research notes, format dates, and preserve traceability without manual triage.
How this automation accelerates triage-ready research notes
When new NPS survey responses arrive unstructured, triage can stall and insights stay hidden. This automation captures survey payloads, filters qualifying responses, formats dates, and creates research recordsβso your team can act fast.
Retentlyor swap with your favorite app
2.Filters by campaign or cohort
Integrate Filter by Zapier and conditional logic tools to continue only for campaign or cohort qualifying responses.
Filter by Zapieror swap with your favorite app
3.Formats date fields
Integrate Formatter by Zapier and data transformation tools to convert created date fields into DDMMYYYY.
Formatter by Zapieror swap with your favorite app
4.Creates research note datum
Integrate Dovetail and research storage tools to create structured notes with rating, timestamps, and source links.
Dovetailor swap with your favorite app
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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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