Library / Renewal and expansion / renewal-expansion-003

NPS detractor auto-creates internal alert task

Renewal and expansion Service Hub Professional Contact Simple ~25 min to build

Outcome. The moment a contact answers a Net Promoter Score survey as a Detractor, the account owner and the CS team get a task and a notification, instead of the response sitting unread in a report.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Contact submits NPS survey response] --> B{Response category = Detractor?}
    B -->|no| Z[No action]
    B -->|yes| C[Create task for owner]
    C --> D[Notify owner]
    D --> E[Set Churn Risk Flag = true]
    E --> F[Add to NPS Detractors list]
    F --> G{Owner unknown?}
    G -->|yes| H[Notify CS team queue]
    G -->|no| I[Done]

When to use it / when not to

What the full spec adds

  • Prerequisites: 5 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 5 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.