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13.4. Using Survey Data in Triggers, Filters and Automation Rules

Updated: Apr 20 2026, 02:53 PM

Using Survey Data in Triggers, Filter and Automation Rules

Survey responses can be used as conditions in Triggers, Filters and Automation Rules to create follow-up workflows and dashboards. Conditions are available under the Surveys group in the condition picker.

The following condition operators are available for survey scores:

Operator	Description	Value Field
Is	Score equals a specific value	Numeric input
Less Than	Score is below a threshold	Numeric input
Greater Than	Score is above a threshold	Numeric input
Type	Score falls in a specific bucket (e.g., Detractors, Promoters)	Dropdown of bucket names
Has Response	A survey response exists for this request	None
No Response	No survey response exists for this request	None
Has Comment	The response includes a text comment	None
No Comment	The response does not include a text comment	None
Triggers evaluate after a survey response is submitted, enabling real-time follow-up actions.

Example use cases:

1. Automatically escalate requests where the customer gave a Detractor score (0–6).
2. Send a thank-you email to Promoters who also left a comment.
3. Notify a manager when any survey response scores below 3.
4. Add a request to a follow-up category when a Thumbs Down response is received.