1.Captures new feedback submission
Integrate Userback and feedback processing tools to capture submissions and extract priority and project fields to start triage routing.
Create triage task from user feedback into projects
Automatically capture new feedback submissions across Userback and route project context across Zapier Tables, Formatter by Zapier, Bonsai, and Slack. Create and update triage tasks when feedback is submitted, when priority labels come through, or when screenshots include contextβso you can prioritize fixes, assign ownership, and notify the team without manual triage.
How this automation turns feedback into triage tasks
When new feedback submission events land in your inbox, triage work piles up and important issues wait. This automation captures feedback, resolves project and priority records, and creates Bonsai tasks and Slack notificationsβso your team can respond fast.
Userbackor swap with your favorite app
2.Finds matching Projects record
Integrate Zapier Tables and database lookup tools to look up the configured Projects table and map the project name to an ID.
Zapier Tablesor swap with your favorite app
3.Finds matching Priorities record
Integrate Zapier Tables and database lookup tools to look up the configured Priorities table by priority label and resolve priority value.
4.Normalizes project selection output
Integrate Formatter by Zapier and data formatting tools to trim and normalize project ID or lookup output before task creation.
Formatter by Zapieror swap with your favorite app
5.Creates triage task in PM system
Integrate Bonsai and task management workflows to create a triage task with links, attachments, screenshots, logs, tags, and owner assignment.
Bonsaior swap with your favorite app
6.Sends triage channel message
Integrate Slack and team messaging tools to post project context, the Bonsai task link, the original feedback link, and a screenshot thumbnail.
Slackor swap with your favorite app
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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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