Automating SureFeedback Workflows With SureTriggers

Managing feedback across multiple projects can take a lot of time.

SureFeedback’s built-in integration with SureTriggers helps you automate these tasks directly within your SureFeedback dashboard, so you stay organized without switching between tools.

For example, when you receive client requests for updates, this integration can automatically help you send follow-up emails, add tasks in project management software, update sheets, modify shared files, and much more with SureTriggers workflows.

This saves you a lot of valuable time and manual effort.

In this article, we’ll cover how the SureTriggers integration works in SureFeedback and how it can simplify your workflow by automating repetitive tasks.

How To Automate SureFeedback Workflows Using SureTriggers

To do this, log in to your WordPress dashboard and follow these steps:

Configuring Your SureTriggers Account

To set up your SureTriggers account:

• Go to SureFeedback > Integrations.

• Once here, you’ll be prompted to install and activate the SureTriggers plugin. If you already have it installed and set up on your WordPress dashboard, you can directly start creating your workflows.

Note: If you’re using SureTriggers for the first time, you’ll need to create, connect, and authorize your account here. If you have a SureTriggers account already, you just need to connect and authorize it here.

Setting Up Your SureFeedback Trigger Event

To set up your trigger event in SureFeedback, follow these steps:

• Click the “Create Workflow” button and provide a descriptive name for it.

• Here, SureFeedback will be selected as your default trigger app. This app cannot be changed.

• Next, choose a trigger event that automatically starts the workflow when something specific happens. For example, when a new comment is added. SureFeedback has the following two trigger events:

• Choose your “Connection,” which is typically the main site you’re currently using. However, you can also select other main sites where SureFeedback is installed.

Once done, click on the “Continue” button.

Selecting Your Client Site For Automation

Before moving forward, ensure you’ve added the SureFeedback client site. After that:

• From the dropdown, choose your client’s website from where you want to receive feedback.

Click on the “Continue” button.

Finally, click the “Fetch Data” button. SureFeedback will retrieve data from when the last comment was added to your client site. This is important for setting up the rest of the workflow.

Once the test connection data is successful like the above, click on the “Save” button.

Setting Up Your SureFeedback Action Event

Next, you’ll need to set up the action event that defines what happens after the trigger is activated.

Note: You need at least one action event in your workflow to make it live.

• After fetching the data, you’ll be shown the following screen for choosing your action apps. 

You can search and choose any of these apps. For this example, we’ll select Google Docs as the application where we’ll be adding all the new comments automatically.

• Configure your action event here. This will change based on different apps. For example, we’ve selected the action event for adding text to our Google Doc file.

• Here, the connection will be your Google Docs account. If this is empty, you can create a new connection and connect your Google account. 
• Click on the “Continue” button once done.

This will also change based on your selected app.

• In the next step, we’ll select the Google Doc file where the new comments data will be added and add the dynamic comments data using “@”.

Finally, click the “Test Action” button to fetch and test your action event data.

Click the “Save” button.

Based on the workflow, a test event will be executed in your action app. For our example, the specified data will be actually added to the selected Google Doc file.

Next, you’ll be redirected to the “Workflows” section where you can enable the “Status” toggle button to publish your workflow.

Your workflow is now officially live! Now, whenever new comments are added to your client site, the specified comment information will be automatically entered into your Google Doc file.

Note: The created workflow will also show up independently in your SureTriggers account. Any changes you make will be reflected on both your SureFeedback dashboard and the SureTriggers account.

Similarly, you can experiment with different action apps to create detailed workflows that simplify and automate complex manual tasks.

And for any doubts, feel free to reach out to our support team. We’re always here to help!