ID505
ConnectWise Survey
Output Type: Email
Version 20240816 available for cloud-based databases. Requires ID747 and ID965.
Similar to the service call survey that triggers when a call is closed from e-automate, this alert will send a survey when a call is closed within ConnectWise to the contact listed on the ticket. Variable 1 is where you list "board" where CW tickets are assigned to that the survey will trigger for. Optional Variable Y to exclude certain 'types' leave blank to trigger for all types. The cover email and questions are customizable.
ID883 processes the survey responses and is required.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID883 | Emails responses after a ConnectWise based survey is completed. Use survey subscription for recipients | Response task for ID505 surveys, must subscribe to | Yes |
| ID747 | ConnectWise Customer Module | Required for hosted CW databases. | No |
| ID965 | ConnectWise Service Module Integration | Required for hosted CW databases. | No |