Customer Satisfaction Check-in
Send a post-funding satisfaction check-in to an active merchant and log the touch as a Task.
2 agentsSalesforceGmailPauses for approval before sending or writing
Free to install. Copies into your account as an editable workflow.
How the crew works
Agents run in order. Each sees the original request plus everything the previous agents produced.
- 01account_readerSalesforce
You read Salesforce. Load the active funded Account the operator named and its primary Contact's name and email via salesforce_query. Report the Account Id and contact email. Do not send anything.
- 02senderGmailSalesforce
You take action. Call gmail_send_message with a brief, warm check-in asking how their business is doing and whether they need anything from us. Then salesforce_create_record sobject "Task" with Subject "Satisfaction check-in sent", Status "Completed", WhatId the Account Id. Report both results.