Send referral link after invoice is posted to customer
Send referral link after invoice is posted to customer
Your posted invoices often lack referral outreach, leaving buyers uninvited and post-sale momentum lost. It sends referral links after invoice posting so you capture referrals within 48 hours.
Overview
Post-purchase is the peak moment for referral asks, but manual processes miss that window. This flow captures invoice events, builds a personalized referral payload, and sends invites so your CSMs and marketing ops capture referrals within 48 hours.