Copilot CRM + SoTellUs

Copilot CRM + SoTellUs integrations

Create invites to review in SoTellUs for new invoices in Copilot CRM

When a new invoice is created in Copilot CRM, this workflow invites your clients to post a review via SoTellUs. This smooth process ensures that every invoice raised in your Copilot CRM prompts a review invitation, helping you gather customer feedback swiftly. It's an excellent way of engaging your clients and enriching your SoTellUs review collection.

When this happens...
New InvoiceTriggers when a new invoice is added.
TriggerPolling
automatically do this!
Create Invite to ReviewCreate a new Invitation to Review
ActionWrite

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More things you can do with Copilot CRM and SoTellUs

Discover other triggers and actions you can use with Copilot CRM and SoTellUs

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
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- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
Action
Write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
Try It

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM

About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn moreLearn moreHelpHelp

Related categories

Reviews