Customer Support

Satisfaction Survey

Send CSAT surveys after ticket resolution with channel-specific timing and recovery flows.

Automation overview

What this automation does

This automation starts when zendesk ticket status `solved` + 2 hour delay. It webhooks sends, typeform sends, shopify sends, and hubspot sends, then zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead .

Trigger

Zendesk ticket status `solved` + 2 hour delay

Main actions

Webhooks sends → Typeform sends …

Final outcome

Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email o…

Execution time

30–90 seconds

Apps used

5 integrations

AI-powered

Difficulty

Beginner

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Zendesk

New ticket

Step 1

Webhooks

Sends

Step 2

Typeform

Sends

Step 3

Shopify

Sends

Step 4

HubSpot

Sends

Result

HubSpot

Workflow complete

Step-by-step

How each step runs

1
ZendeskTrigger
New ticket
Zendesk ticket status `solved` + 2 hour delay
2
Webhooks
Sends
Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead
3
Typeform
Sends
Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead
4
Shopify
Sends
Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead
5
HubSpot
Sends
Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead
6
HubSpot
Workflow complete
Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead

Apps used

Connected applications

Zendesk

Sends

Webhooks

Sends

Typeform

Sends

Shopify

Sends

HubSpot

Sends

Summary

Automation summary

Trigger: Zendesk ticket status `solved` + 2 hour delay
Inputs: Zendesk ticket status `solved` + 2 hour delay, Business Name, Notification Email, Timezone
Outputs: Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead , Shopify sends, HubSpot sends
Business goal: Automate satisfaction survey end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Zendesk, Webhooks, Typeform

Benefits

Why use this automation?

Save ~12 hours/week

Remove repetitive steps from Satisfaction Survey so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

Zendesk
Webhooks
Typeform

Required accounts

Active Zendesk workspace with API access
Active Webhooks workspace with API access
Active Typeform workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

45 min including app authorization and test run
Difficulty: Beginner

Optional apps

Shopify (optional)
HubSpot (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~14 min

Required connections

zendesk(required)
Previewzendesk: workflow actions run in preview
⚠ Missing
webhooks(required)
Previewwebhooks: workflow actions run in preview
⚠ Missing
typeform(required)
Previewtypeform: workflow actions run in preview
⚠ Missing
Shopify(required)
PreviewShopify: workflow actions run in preview
⚠ Missing

• Missing connection: zendesk
• Missing connection: webhooks
• Missing connection: typeform
• Missing connection: Shopify

Manage all connections →View all installations →

Workflow summary

Trigger: Zendesk ticket status `solved` + 2 hour delay
Steps: 6 nodes
Required apps: 4
Optional apps: 1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPreview45 min setup★4.79.7k installs · 55 reviews

Customize for My Business

Analytics

Template performance

35.3k

Views

9.7k

Installs

414

Favorites

4.7

Avg rating

27.6%

Conversion

45 min

Setup time

93%

Success rate

109

Trending score

Most used integrations

ZendeskWebhooksTypeform

Zendesk ticket solved webhook waits 2 hours, sends Typeform CSAT 1–5 via email or SMS based on original channel; score 1–2 creates follow-up task for team lead and sends recovery email with discount code from Shopify; score 5 prompts public review link Google or G2; all scores sync to HubSpot contact CSAT history.

Some steps run in preview until their integrations go live.

Required apps

ZendeskPreviewWebhooksPreviewTypeformPreviewShopifyPreview

Optional apps

HubSpotPreview

All integrations

ZendeskWebhooksTypeformShopifyHubSpot

Workflow preview

How Satisfaction Survey runs

Trigger

Set channel timing

→

Process

Rule engine

→

Action

zendesk

→

Notify

Alert & log

ZendeskWebhooksTypeformShopifyHubspot

Setup steps

Get started in 5 steps

1
Connect post-resolution stack
Zendesk, Typeform, Gmail, Twilio SMS, Shopify codes, HubSpot, Slack.
2
Set channel timing
Email tickets → email survey; chat → SMS if phone; WhatsApp → WhatsApp template.
3
Configure recovery flow
Low score task assignment and optional 10% code generation.
4
Map review prompts
High score routes to Google review URL or G2 by customer region.
5
Test solve-to-survey
Solve test ticket; verify survey arrival and HubSpot score field.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Shopify Store Domain	text		No

FAQ

Frequently asked questions

Survey fatigue?

Max one CSAT per customer per 30 days across all tickets.

Anonymous chat users?

Email collected during chat required; otherwise skip survey.

NPS instead of CSAT?

Swap Typeform to 0–10 NPS with same recovery branching.

Agent-level CSAT?

Zendesk assignee ID stored on each response for per-agent dashboards.

Reviews

4.7

★4.7

55 total reviews

James O'Brien

CTO · DevFlow

★★★★★

6/8/2026

Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.

+ Reliable triggers every time · Support team helped customize quickly

Nadia El-Sayed

Restaurant Owner · Frio Café

★★★★Verified install

5/22/2026

After two weeks live, Satisfaction Survey has become core to our daily ops. Verified install — runs without babysitting.

+ Great documentation · Scales well as we grow

− Took longer than estimated for advanced config

Marcus Chen

Sales Manager · HubSpot Partner

★★★★★Verified install

5/5/2026

Satisfaction Survey replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ AI quality exceeded expectations · Saved our team 10+ hours weekly

Documentation

Template documentation

Overview

Requirements

Active zendesk account with API access
Active webhooks account with API access
Active typeform account with API access
Active shopify account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

zendeskPreviewwebhooksPreviewtypeformPreviewshopifyPreviewhubspotPreview

Triggers

Zendesk ticket status `solved` + 2 hour delay

Actions

Set channel timing
Configure recovery flow
Map review prompts
Test solve-to-survey

Examples

Quick start

Activate Satisfaction Survey with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Satisfaction Survey.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

4/8/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

2/7/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

12/9/2025

featureInitial marketplace release.

Recommendations

FeaturedFree

Order Tracking Bot

Let customers check order status via chat, WhatsApp, or email using order ID or email lookup.

IntermediatePreview10 min

★3.95.8k installs

AIFree

Support Reply Draft Generator

Support Reply Draft Generator — orchestrates Zendesk, Intercom, Slack, HubSpot to automate this workflow with field mapping, notifications, and audit logging.

BeginnerPartial30 min

★4.14.1k installs

Free

Refund Workflow

Process refund requests with policy checks, approval gates, and Stripe execution.

AdvancedPreview45 min

★4.68.8k installs

Free

CSAT Recovery Workflow

CSAT Recovery Workflow — orchestrates Zendesk, Intercom, Slack, HubSpot to automate this workflow with field mapping, notifications, and audit logging.

BeginnerPartial5 min

★3.85.3k installs

Recommendations

Customize Satisfaction Survey for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Satisfaction Survey

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Satisfaction Survey runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Order Tracking Bot

Support Reply Draft Generator

Refund Workflow

CSAT Recovery Workflow

Customers also installed

Ticket Classification

SLA Risk Escalation

Refund Workflow

Knowledge Base Search

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Satisfaction Survey for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Order Tracking Bot

Support Reply Draft Generator

Refund Workflow

CSAT Recovery Workflow

Customers also installed

Ticket Classification

SLA Risk Escalation

Refund Workflow

Knowledge Base Search

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing