Invoice, Payment, and Follow-UpPurpose
1.2 Obtain customer feedback to improve services, boost online reputation, and close communication loops.
1.3 Reduce manual follow-up workload, standardize outreach, and enable rapid collection of actionable insights.
1.4 Support a multi-channel approach including email, SMS, and messaging apps for optimized engagement.
Trigger Conditions
2.2 Invoice flagged as paid in accounting software or POS system.
2.3 Customer contact information validated and available (email/mobile).
2.4 No opt-out of follow-up communications by the customer.
Platform Variants
3.1 Twilio
• Feature: Messaging API; Configure webhook to send personalized SMS upon job completion.
• Sample: POST /Messages with {{customer_phone}}, message template, trigger after payment.
3.2 SendGrid
• Feature: Email API; Automate transactional emails via dynamic templates.
• Sample: POST /mail/send with template_id, recipient, event trigger = invoice paid.
3.3 Mailgun
• Feature: Transactional Email API; Schedule review email after repair/milestone event.
• Sample: POST /messages with custom subject/body, send time = job completion.
3.4 Gmail API
• Feature: Send Email; Script auto-send “review request” email from business account.
• Sample: users.messages.send with customer email, template, and job data.
3.5 Outlook (Microsoft Graph)
• Feature: /sendMail endpoint; Auto-generate email for feedback request.
• Sample: POST /me/sendMail with repair summary and review link.
3.6 Slack
• Feature: chat.postMessage; Notify internal channel/customer for manual follow-up.
• Sample: webhook triggers message to assigned agent post-invoice.
3.7 WhatsApp Business API
• Feature: Template message API; Auto-send post-service feedback request.
• Sample: POST to /messages with pre-approved review template.
3.8 Facebook Messenger
• Feature: Send API; Automated follow-up message on Messenger.
• Sample: POST /me/messages with user_id, review prompt.
3.9 HubSpot
• Feature: Workflows + Email; Workflow automation for review solicitation after deal close.
• Sample: Trigger workflow when repair ticket/status closes.
3.10 Salesforce
• Feature: Process Builder/Flow + Email Alerts; Send email/SMS review invitation upon closed-paid case.
• Sample: Trigger on custom object status change.
3.11 Zoho CRM
• Feature: Workflow rules/email triggers; Dispatch feedback request post-job.
• Sample: Automated email task when invoice is paid.
3.12 Pipedrive
• Feature: Workflow Automation; Send review request email after deal stage transition.
• Sample: Trigger on “Job Completed” stage.
3.13 ServiceTitan
• Feature: Automated Follow-ups; Email/SMS review requests post-service.
• Sample: Enable built-in follow-up.
3.14 Jobber
• Feature: Client Communications; Set review request message at job completion.
• Sample: Activate post-job email/text in Communications.
3.15 QuickBooks Online
• Feature: Automated reminders/integrations; Review request sent on paid invoice.
• Sample: Connect 3rd party review add-on for automatic feedback email.
3.16 FreshBooks
• Feature: Integrations; Auto-send email after marking invoice paid.
• Sample: Use workflow integration with email service.
3.17 Intercom
• Feature: Post-transaction auto-messaging; Review request after support/job closed.
• Sample: Set up trigger in Series or Custom Bots.
3.18 ActiveCampaign
• Feature: Automations for email/SMS; Review request email after tag/event.
• Sample: Automation starts “invoice_paid” event.
3.19 Klaviyo
• Feature: Flows; Trigger review request after “job completion/purchase.”
• Sample: Automated flow on custom event.
3.20 Google Sheets
• Feature: Scripted trigger; New row added for paid invoice → send review email/SMS via API.
• Sample: Google Apps Script connects to email/SMS API upon entry.
3.21 Gravity Forms + Webhooks
• Feature: Form submission triggers webhook; On service completion form, send follow-up.
• Sample: Webhook pushes customer data to notification service.
3.22 Zendesk
• Feature: Automation/Triggers; Send satisfaction request when ticket solved.
• Sample: Trigger with “solved” state set.
3.23 monday.com
• Feature: Automations; Rate job email on status change.
• Sample: Status “Job Done” triggers email to client.
Benefits
4.2 Increases likelihood of client reviews, boosting local HVAC business reputation.
4.3 Enables quicker response to negative experiences before online escalation.
4.4 Ensures every job is followed up for quality control and continuous improvement.
4.5 Frees staff from repetitive communication tasks.
4.6 Supports omnichannel reach: email, SMS, chat, messaging apps.
4.7 Delivers standardized, branded outreach improving customer trust.