Better Agency + Trustmary
Create Better Agency service requests from new completed Trustmary survey answers
Elevate your customer service management with this hassle-free workflow. When a survey answer is completed in Trustmary, it hatches a service request in Better Agency. This automation ensures you stay updated with customer feedback to provide impeccably timely service, bridging the gap between customer expectations and your solutions. Bolster clientele relations with this seamless and efficient process.
Elevate your customer service management with this hassle-free workflow. When a survey answer is completed in Trustmary, it hatches a service request in Better Agency. This automation ensures you stay updated with customer feedback to provide impeccably timely service, bridging the gap between customer expectations and your solutions. Bolster clientele relations with this seamless and efficient process.
- When this happens...Survey Answer Completed
Triggers when a new survey answer is completed.
- automatically do this!Create Service Request
Create Service Request and claim.
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New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try ItContact EmailRequired
Contact Name
Contact Phone
Company Name
Contact Type
External Id
Process name
Contact EmailRequired
New Contact Added
Triggers when a new contact is added in Better Agency.
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