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customer-support

Customer Satisfaction Survey Trigger

Automatically send a CSAT survey via Typeform when a support ticket is marked as resolved in Google Sheets. Collects responses and posts scores to Slack for team visibility.

Intermediate~20 minn8nMake.com 58 downloads 201 views

Setup Instructions

1. Create a Typeform CSAT survey with: Rating (1-5 scale), "What went well?" (text), "What could improve?" (text), and a hidden field for Ticket ID. 2. In your ticket tracking Google Sheet, add a column "CSAT Sent" (Yes/No) to prevent duplicate survey sends. 3. Set up a Schedule trigger (every 15 minutes) or a Google Sheets trigger that watches for Status changes to "Resolved". 4. Add a Filter node to only process rows where Status = "Resolved" and CSAT Sent is empty. 5. For each matching row, add an HTTP Request node to create a Typeform response link with the Ticket ID pre-filled as a hidden field. 6. Add a Gmail or Slack node to send the survey link to the customer email from the sheet. Update the CSAT Sent column to "Yes". 7. Create a second workflow with a Typeform trigger to capture survey responses — log the rating and feedback back to the sheet and post to a #csat-scores Slack channel. 8. Test by marking a test ticket as "Resolved" and verifying the survey email is sent and the response flows back correctly.
Troubleshooting
**Survey sent multiple times for the same ticket:** Ensure the "CSAT Sent" column is updated immediately after sending. If the schedule runs again before the update completes, a race condition can cause duplicates. Use a "Sending" intermediate status. **Typeform hidden field not populated:** The hidden field must be configured in Typeform's form settings (not just the URL parameter). Check that the field name matches exactly in both the URL and Typeform config. **Response not linking back to ticket:** The Ticket ID hidden field must be passed through the survey URL and returned in the webhook response. Verify the Typeform webhook payload includes hidden fields. **Low response rates:** Send the survey within 1 hour of resolution for best response rates. Add a delay node if tickets are being resolved in batches.

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