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  1. Customer Automation
  2. Review Solicitation
  3. Auto‐enroll for reviews

Enroll customers into a review solicitation campaign upon invoice acceptance

This automation triggers the enrollment of new customers into a review solicitation campaign immediately after an invoice is accepted or marked as paid. It streamlines the process of gathering feedback by removing manual follow-up tasks and ensuring timely outreach while the customer experience is fresh. By automating this step, businesses boost review capture rates, maintain consistent communication, and free up staff to focus on higher-value activities.

Filter by common apps:

  • QuoteMachine
  • NiceJob
  • Sera Systems
  • The Customer Factor
  • Booqable
  • QuickBooks Online