OrbisX + Pluspoint

OrbisX + Pluspoint integrations

Email Pluspoint surveys to new OrbisX contacts

Each time a new contact is created in OrbisX, they'll automatically get an email containing a Pluspoint survey. This strategy collects valuable feedback efficiently and prompts satisfied customers to leave reviews on Google, Trustpilot, and other review platforms. Boost your customer engagement and enhance your online reputation effortlessly with this integration.

When this happens...
New Clients HookTriggers when a new client is created.
TriggerInstant
automatically do this!
Send Email SurveySends a personalized email to the client with a request to rate the service.
ActionWrite

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More things you can do with OrbisX and Pluspoint

Discover other triggers and actions you can use with OrbisX and Pluspoint

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
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- Invoice ID
  Required
Trigger
Polling
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New Clients
Triggers when a new clients are created.
Trigger
Polling
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- Form ID
Trigger
Polling
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
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New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
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New Leads
Triggers when a new leads are created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
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- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write
Get Conversations
Retrieve recent conversations with clients.
Trigger
Polling
Try It
- Location
  Required
- Event Type
  Required
- Event Data
- Event Time
- First Name
- Last Name
- Phone Number
- Email
- Contact Labels
- Instagram Username
- Facebook Username
- Unsubscribed
Action
Write
- First Name
- Last Name
- Email
  Required
- Message delay
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Message delay
Action
Write

Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Events
Triggers when a new events are created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
Try It
New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write
- Locations
  Required
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- Location
  Required
- Survey Template
  Required
- First Name
- Last Name
- Phone Number
- Email
- Rating
  Required
- Response Text
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Delay
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Message delay
Action
Write

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

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CRM (Customer Relationship Management)

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About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

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Related categories

Reviews