IT admins: trigger client feedback when project phases change
IT admins: trigger client feedback when project phases change
IT admins lose client feedback when projects hit midcase or archived, leaving issues unresolved. This flow launches surveys and notifies support and account teams so feedback is captured before closure.
Overview
Missed client feedback leaves issues unresolved and risks client satisfaction for support teams. This workflow triggers surveys when projects move to midcase or archived and routes responses to support and account owners so feedback is captured before case closure, enabling faster issue resolution and fewer missed follow-ups.
Notable Features
- Launch surveys on phase change
- Notify support and account teams
- Create centralized feedback records