Send referral links to clients when invoices are paid
Send referral links to clients when invoices are paid
Paid invoices often hide referral opportunities and let momentum fade. Automatically send referral invites after payment so you capture referrals while satisfaction is fresh within 24 hours.
Overview
Paid invoices are peak moments for referral asks, but they often go unleveraged. This workflow turns every completed invoice into an immediate referral invitation so your CSMs and marketing ops capture referrals within 24 hours and keep momentum high.