Copilot CRM + SoTellUs

Create invites to review in SoTellUs for new invoices in Copilot CRM

When a new invoice is created in Copilot CRM, this workflow invites your clients to post a review via SoTellUs. This smooth process ensures that every invoice raised in your Copilot CRM prompts a review invitation, helping you gather customer feedback swiftly. It's an excellent way of engaging your clients and enriching your SoTellUs review collection.

When this happens...
New Invoice
Triggers when a new invoice is added.
TriggerPolling
automatically do this!
Create Invite to Review
Create a new Invitation to Review
ActionWrite

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Supported triggers and actions

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write

- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
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- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
Action
Write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
Try It

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn more

Related categories

Reviews

Copilot CRM + SoTellUs

Create invites to review in SoTellUs for new invoices in Copilot CRM

Supported triggers and actions

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

Watch for New STU Leads

Create Invite to Review

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

New SoTellUs Review

About Copilot CRM

Related categories

About SoTellUs

Related categories