- Customer Automation
- Review Solicitation
- 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:
SortScape
Gmail
Zenoti
NiceJob
QuoteMachine
Sera Systems
The Customer Factor
Booqable
QuickBooks Online
- Send review request email via Gmail after invoice is created in SortScape
- Enroll customer in NiceJob review campaign after Zenoti invoice closure
Enroll customer in NiceJob review campaign after Zenoti invoice closure
- Enroll contacts in NiceJob review campaign when an invoice is created in QuoteMachine
Enroll contacts in NiceJob review campaign when an invoice is created in QuoteMachine
- Enroll customers in NiceJob review campaign when Sera Systems invoice is accepted
Enroll customers in NiceJob review campaign when Sera Systems invoice is accepted
- Enroll customers in NiceJob review campaign when new invoice is created in The Customer Factor
Enroll customers in NiceJob review campaign when new invoice is created in The Customer Factor
- Enroll contact in NiceJob review campaign when Booqable invoice is finalized
Enroll contact in NiceJob review campaign when Booqable invoice is finalized
- Enroll customers in NiceJob review campaign when QuickBooks Online invoices are paid
Enroll customers in NiceJob review campaign when QuickBooks Online invoices are paid
