Canopy + Review Harvest
Canopy + Review Harvest
Send review requests in Review Harvest when business client info is updated in Canopy
Ensure your client's information stays updated across all platforms with this automated workflow between Canopy and Review Harvest. Once a change is made to a business client's details in Canopy, this process prompts Review Harvest to send a review request. It's an efficient way to maintain communication with your clients and encourages engagement and feedback for your services.
- When this happens...Business Client Info UpdatedTriggers when a business client's info is updated.
- automatically do this!Send Review RequestAdds a contact into Review Harvest and schedules a Review Request to be sent
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More things you can do with Canopy and Review Harvest
Discover other triggers and actions you can use with Canopy and Review Harvest
- New Business Client
Triggers when a business client is created.
Try ItTriggerInstant - New Individual Client
Triggers when a new client is created.
Try ItTriggerInstant - Create Business Client
Creates a business client.
ActionWrite - Update Business Client
updates a business client.
ActionWrite
- Business Client Info Updated
Triggers when a business client's info is updated.
Try ItTriggerInstant - Individual Client Info Updated
Triggers when an individual client's info is updated.
Try ItTriggerInstant - Create Individual Client
Creates a new individual client.
ActionWrite - Update Individual Client
Updates a new individual client.
ActionWrite
