1.Detect new worksheet row
Integrate Smartsheet and intake tools to capture new customer row payloads to trigger the review request workflow.
Add new customer rows to review request list
Automatically monitor Smartsheet new row intake across Smartsheet and NiceJob. Enroll people in review requests and update contacts without manual follow-up—when new rows added, blocked contacts detected, or out of service area rows flagged—so you can validate, enrich, and launch requests without manual tracking.
How this automation scales your review requests
When new customer rows land in Smartsheet, delays can stall review requests and create duplicate outreach. This automation monitors intake rows and validates them against a blocklist, then creates or updates NiceJob people and enrolls them in a review-request campaign—so your team can collect reviews consistently.
Smartsheetor swap with your favorite app
2.Lookup email in blocklist
Integrate Google Sheets and data mapping tools to validate email match status so blocked contacts are identified before outreach.
Google Sheetsor swap with your favorite app
3.Skip blocked and duplicates
Integrate Filter by Zapier and workflow rules to continue only when lookup was not found so duplicates do not progress.
Filter by Zapieror swap with your favorite app
4.Create or update person
Integrate NiceJob and contact mapping tools to create or update a person and populate name, email, phone, and tags.
NiceJobor swap with your favorite app
5.Delay and enroll in campaign
Integrate Delay by Zapier and NiceJob to delay 24 hours and enroll the person in the configured review campaign.
Delay by Zapieror swap with your favorite app
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Increase review volume with automated review requests, customer follow-ups, and response tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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