- Customer Automation
- Review Solicitation
- Automated Review Enrollment
Enroll customers into a review solicitation campaign after project completion
This automation category streamlines the review solicitation process by automatically enrolling clients into campaigns as soon as their projects or proposals are marked complete. By eliminating manual follow-up tasks, it ensures every satisfied customer is prompted at the optimal moment, increasing response rates. It also maintains consistency and frees teams to focus on delivering quality service rather than administrative workflows.
Filter by common apps:
CompanyCam
Ryver
Formatter by Zapier
Birdeye
Portal.io
NiceJob
Clio
DripJobs
monday.com
Filter by Zapier
- Notify the team in Ryver when project is complete in CompanyCam, and create customer in Birdeye
- Update proposal status in Portal.io, and enroll contact in NiceJob campaign
Update proposal status in Portal.io, and enroll contact in NiceJob campaign
- Enroll client in NiceJob review campaign when Clio matter status updates to closed
Enroll client in NiceJob review campaign when Clio matter status updates to closed
- Enroll customers in NiceJob review campaign when projects complete in DripJobs
Enroll customers in NiceJob review campaign when projects complete in DripJobs
- Enroll contacts in NiceJob campaign when new update is posted in monday.com
Enroll contacts in NiceJob campaign when new update is posted in monday.com