Customer Communication & FeedbackPurpose
1.2. Improve customer retention, demonstrate professionalism, and collect actionable feedback for continuous service improvement.
1.3. Ensure every customer feels valued post-service, capitalize on upsell opportunities, and streamline communication cycles.
1.4. Gather reviews or satisfaction data for compliance and future marketing.
1.5. Establish professional communication workflows that minimize manual administrative workload.
Trigger Conditions
2.2. Update of job status to “completed” in CRM or ERP.
2.3. Customer marked as “serviced” within appointment scheduling software.
2.4. Digital payment confirmation received.
2.5. Field technician submits final report and captures customer signature.
Platform Variants
• Feature/Setting: Configure programmable SMS API, set trigger on service completion event; example: use “/Messages” endpoint with dynamic templated body.
3.2. SendGrid
• Feature/Setting: Trigger transactional email using “Mail Send” v3 API when job marked complete in database.
3.3. Mailgun
• Feature/Setting: Use “messages” API to send batch or single thank you/follow-up emails with customized subject/content.
3.4. Slack
• Feature/Setting: Configure Incoming Webhooks to post as direct message or channel notification upon repair order closure.
3.5. Google Workspace (Gmail API)
• Feature/Setting: Invoke “users.messages.send” endpoint with personalized thank-you template via service email account.
3.6. Microsoft Outlook 365 (Graph API)
• Feature/Setting: Use “/sendMail” endpoint for automated, branded follow-up emails post-service.
3.7. HubSpot CRM
• Feature/Setting: Automate workflows to send follow-up sequences after a ticket moves to “closed.”
3.8. Salesforce
• Feature/Setting: Leverage Process Builder or Flow to trigger messaging via Email Alerts or connected SMS platforms.
3.9. Zendesk
• Feature/Setting: Setup Triggers to dispatch customer messages when a repair ticket is resolved.
3.10. Freshdesk
• Feature/Setting: Create Automation Rule to send thank you email/SMS upon ticket close.
3.11. ActiveCampaign
• Feature/Setting: Automate email/SMS campaign launch from updated contact field or tag.
3.12. Intercom
• Feature/Setting: Use “Outbound Messages” API to auto-message customers post-service interaction.
3.13. WhatsApp Business API
• Feature/Setting: Send templated message using POST to “messages” endpoint after job status change.
3.14. Facebook Messenger Platform
• Feature/Setting: Use “/me/messages” endpoint to deliver thank you note following service confirmation.
3.15. Zoho CRM
• Feature/Setting: Configure workflow automation to trigger email/SMS via Zoho Campaigns/Third-party.
3.16. Pipedrive
• Feature/Setting: Use Workflow Automation to launch follow-up sequence after deal status changes to “won/serviced.”
3.17. Monday.com
• Feature/Setting: Set up automation to send notification or integrate with external messaging via Webhooks on project completion.
3.18. Asana
• Feature/Setting: Automate project closeout notification/follow-up task via native rules or Zapier integration.
3.19. QuickBooks Online
• Feature/Setting: Trigger message on payment received event via connected automation or webhook.
3.20. ServiceM8
• Feature/Setting: Automate SMS/email from Job Completion action within workflow automations.
3.21. Aircall
• Feature/Setting: Schedule call-back reminders/thank you voicemails using contact event triggers.
3.22. Yext
• Feature/Setting: Automatically request a review via post-interaction flow using Listings Review Requests API.
Benefits
4.2. Expedited feedback collection and boosted online review rates.
4.3. Reduced manual labor and improved team productivity.
4.4. Facilitates timely compliance with follow-up best practices.
4.5. Increases repeat business and referral potential with proactive engagement.