improved
ConnectWise PSA
Project surveys
Automation
Create a Service Ticket and Create a Project Ticket actions for Project Surveys
Project Surveys allow you to measure sentiment across your entire project lifecycle.
Now, you can automate project and service tickets based on response scores and other conditions—such as company name and survey templates.
Let’s say you want to catch issues and respond to negative feedback during complex hardware installations immediately.
By creating a trigger for specific project stages (e.g. testing rollouts), you can automatically raise a ticket for your project managers or service teams to take action right away: