Client Management & CommunicationPurpose
1.2. The automation ensures timely, consistent, and standardized follow-up, eliminating manual outreach.
1.3. Automates client communication, saves administrative overhead, and ensures rapid detection of service quality issues or opportunities.
1.4. Collects structured data for reviews, testimonials, and continuous process improvement in arborist service delivery.
Trigger Conditions
2.2. Invoice marked as sent or paid in accounting software.
2.3. End time of scheduled appointment reached in the calendar system.
2.4. Completion confirmation via mobile workforce app by arborist.
Platform Variants
3.1 Twilio SMS
• Feature/Setting: Automates sending SMS with feedback form link using Twilio’s Messaging API.
• Sample config: Use POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with recipient number and feedback URL.
3.2 SendGrid
• Feature/Setting: Automates sending personalized feedback request email using SendGrid’s Mail Send API.
• Sample config: Use POST to /v3/mail/send with dynamic_template_data for recipient and feedback link.
3.3 Mailchimp
• Feature/Setting: Automates trigger-based feedback campaigns via Mailchimp Automations.
• Sample config: Use Customer Journey builder, trigger on tag "Job Completed", send feedback email.
3.4 HubSpot
• Feature/Setting: Automates workflow sends survey email when deal moves to “Completed” in Deals pipeline.
• Sample config: Create workflow, enroll on "Deal Stage = Completed", action: send survey email.
3.5 Salesforce
• Feature/Setting: Automates feedback task creation and email via Process Builder or Flow after task set to “Done”.
• Sample config: Set automation to fire on Task.Status = Completed, action: email/send survey link via template.
3.6 Google Forms + Google Sheets
• Feature/Setting: Automates Google Form link generation and emailing via Google Apps Script.
• Sample config: Apps Script triggered when new row is added to completed jobs sheet; email form link to client.
3.7 Typeform
• Feature/Setting: Automates personalized survey link delivery via webhooks or email integrations.
• Sample config: Use webhook trigger after job completion in project management tool, send Typeform link.
3.8 Zoho CRM
• Feature/Setting: Automates follow-up workflow with Zoho Survey email on job status update.
• Sample config: Custom Workflow on deal status “Job Done”, action: send Zoho Survey invite.
3.9 ActiveCampaign
• Feature/Setting: Automates post-service sequence via Automation builder sending feedback form.
• Sample config: Trigger: tag “Service Completed” applied, action: send feedback form email.
3.10 SurveyMonkey
• Feature/Setting: Automates survey invitation using SurveyMonkey API when triggered from business tool.
• Sample config: Call /collectors/{collector_id}/responses endpoint via webhook on job completion.
3.11 Slack
• Feature/Setting: Automates posting internal feedback alert and client follow-up via reminder (Slack API).
• Sample config: Use chat.postMessage with custom payload when job marked done in workflow management.
3.12 Calendly
• Feature/Setting: Automates post-event feedback form delivery using Calendly Workflows.
• Sample config: On event completion, automatically send feedback email to attendee.
3.13 Microsoft Power Automate
• Feature/Setting: Automates cross-platform workflow to deliver feedback requests on job completion.
• Sample config: Trigger from SharePoint/m365 job completion, action: send Outlook survey email.
3.14 Airtable
• Feature/Setting: Automates feedback request email when project record updated to "Done".
• Sample config: Automation trigger on status update; action: send personalized feedback email.
3.15 Intercom
• Feature/Setting: Automates in-app and email feedback prompts after service marked delivered.
• Sample config: Automated message campaign sent when custom attribute "Job Status = Completed".
3.16 Pipedrive
• Feature/Setting: Automates post-deal feedback workflow via deal status automation.
• Sample config: Workflow automation when deal stage set to “Fulfilled”—trigger send survey email.
3.17 ClickSend
• Feature/Setting: Automates feedback request via SMS after job completed in CRM.
• Sample config: API call to send SMS to client number with custom feedback link.
3.18 Monday.com
• Feature/Setting: Automates email/SMS feedback requests using automation recipes.
• Sample config: When “Status” changed to “Done”, trigger email/SMS with feedback form.
3.19 Asana
• Feature/Setting: Automates task-generated reminder for feedback with form link using integration.
• Sample config: Use webhook on task completion, auto-email feedback request.
3.20 Freshdesk
• Feature/Setting: Automates post-ticket closure workflow to send customer satisfaction survey.
• Sample config: Automation rule: on ticket closed, send CSAT survey automatically.
3.21 Zendesk
• Feature/Setting: Automates automatedly customer satisfaction survey on ticket resolved using triggers.
• Sample config: Trigger: ticket status "Solved", action: send survey to requester.
3.22 Mailjet
• Feature/Setting: Automates transactional feedback request emails via Email API.
• Sample config: API call to send message with dynamic variables for client and job details.
Benefits
4.2. Reduces admin work by automating repetitive feedback collection tasks.
4.3. Enables consistent, timely communication for every completed arborist service.
4.4. Automates data aggregation for continuous quality improvement and marketing proof.
4.5. Strengthens professional image by automating swift, modern follow-up practices.