Pluspoint + vcita
Email Pluspoint surveys for new payments in vcita
Set up this Zap to enable immediate feedback collection and encourage contented customers to leave reviews on Google, Trustpilot, and other review platforms. Each time a new payment is processed in vcita, an email containing a Pluspoint survey will be automatically sent to your customer.
Set up this Zap to enable immediate feedback collection and encourage contented customers to leave reviews on Google, Trustpilot, and other review platforms. Each time a new payment is processed in vcita, an email containing a Pluspoint survey will be automatically sent to your customer.
- When this happens...New Payment
Triggers when a new payment is created.
- automatically do this...Find Client
Find client by email.
- then do this!Send Email Survey
Sends an automated email to the client with a request to rate the service and leave a positive review on connected review sites. The email is sent within an hour after the action is triggered unless a custom delay is specified.
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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
Allow Online Payment
Client IDRequired
CurrencyRequired
Due DateRequired
Invoice Number
Issued AtRequired
AmountRequired
Description
Discount
QuantityRequired
TitleRequired
Note
Send Email
Source Campaign
Source Channel
Source Name
Source URL
Staff ID
Status
Title
NameRequired
RateRequired
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
