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Question

How can I send an automated post-work survey to clients?

  • December 19, 2025
  • 0 replies
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Good morning from chilly Bar Harbor, Maine! :)

We just transitioned from using Maximo to MaintainX at the beginning of this month. While we’re all still learning this new system, I am trying to re-create many of the processes that used to happen when we were on Maximo.

One of them is an automated sending of a post-work “How did we do?” customer satisfaction survey to our internal clients/requesters on our performance. Maximo used to send them automatically when the ticket status reached “COMP” using its own internal communication module.

I know that MaintainX and Zapier integrate, and this sounds like it might be a solution.

Has anyone else used a Zap to send a survey - or any automated communications - from MaintainX that would be willing to share their experience and maybe help walk me through the process?

Thanks in advance,
Amy Briggs
The Jackson Laboratory