1.Detects new paid invoice
Integrate QuickBooks Online and invoice tracking to watch for paid invoices and trigger the rating request flow.
Send post-payment SMS to request customer rating and record
Automatically monitor new paid invoice events across QuickBooks Online. Create and update when qualifying payments hitβso you can request 1 to 5 ratings, log survey responses, and escalate low scores without manual follow-up.
How this automation protects your rating follow-up
When a paid invoice posts, delays can leave rating requests behind and slow support triage. This automation finds customers, creates survey-response records, and sends SMS promptsβso your team can act on feedback faster.
QuickBooks Onlineor swap with your favorite app
2.Finds customer details
Integrate QuickBooks Online and customer lookup tools to map customer display name, email, and mobile into workflow variables.
3.Creates survey-response row
Integrate Zapier Tables and data storage tools to create a new survey-response record with invoice and customer fields.
Zapier Tablesor swap with your favorite app
4.Continues only with mobile
Integrate Filter by Zapier and validation rules to proceed only when the customer mobile phone exists.
Filter by Zapieror swap with your favorite app
5.Formats phone number
Integrate Formatter by Zapier and phone formatting tools to normalize the mobile into E.164-style output for sending.
Formatter by Zapieror swap with your favorite app
6.Sends rating request SMS
Integrate Heymarket SMS and templated messaging to send a one-to-five rating prompt and invoice reference to the customer.
Heymarket SMSor swap with your favorite app
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Improve customer feedback management with automated feedback collection, sentiment routing, and trend tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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