Send post-payment review SMS to estate clients after billing

Your estate planning clients frequently aren't asked for reviews after payment, leaving referral momentum cold. You capture feedback quickly the same day.

Workflow preview:

Zap details:

Overview

When paid invoices don't trigger review outreach, referral channels cool down and marketing momentum is lost. This flow finds paid estate matters and sends a polite SMS the same day so your client experience team captures reviews and preserves referral visibility.