Review request automation post-service

Purpose

1. Automate the process of requesting customer reviews following completion of arborist services to increase online visibility and build reputation.

2. Automates timely engagement post-service, maximizing review collection rates through multi-channel outreach.

3. Integrates cross-platform triggers and optimizes workflows for seamless, automatable reputation management.

Trigger Conditions

1. Automatedly initiates upon job completion marked in CRM or service management system.

2. Automate triggers via updated payment status, digital invoice sent, or staff marking task as finished.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS trigger via API POST /Messages; include personalized review link.
  

2. SendGrid

• Feature/Setting: Automates email delivery using Send Email v3 API, customized with recipient’s name and unique review URL.
  

3. Mailgun

• Feature/Setting: Automation by POST /messages endpoint to send templated review request emails.
  

4. HubSpot

• Feature/Setting: Workflow automator to send email upon service ticket status update or task completion trigger.
  

5. Salesforce

• Feature/Setting: Process Builder or Flow automation firing on Service Completion, auto-sending review request email.
  

6. Zapier

• Feature/Setting: Automates multi-platform actions with webhook trigger for post-service review workflows.
  

7. Google Sheets

• Feature/Setting: Script automation for sending review requests when a new row (customer entry) is marked as "Service Complete."
  

8. Pipedrive

• Feature/Setting: Workflow Automations to trigger emails or SMS via Extensions when deal is marked “Won/Completed.”
  

9. ActiveCampaign

• Feature/Setting: Automated campaign starts on contact tag “Job Finished,” sending a personalized review request.
  

10. WhatsApp Business API

• Feature/Setting: Automate review requests using /messages API endpoint upon service completion.
  

11. ClickSend

• Feature/Setting: SMS/Email automation via REST API, sends branded review invitations following job status update.
  

12. Intercom

• Feature/Setting: Auto Messages configured to trigger review prompts post-conversation closure with customer.
  

13. Gmail

• Feature/Setting: Automated send using Apps Script or API when Google Calendar event “Job Complete” occurs.
  

14. Outlook 365

• Feature/Setting: Automate review requests using Power Automate flow tied to “job complete” calendar events.
  

15. Shopify

• Feature/Setting: Use Shopify Flow to automate review requests when a service item is marked fulfilled.
  

16. SurveyMonkey

• Feature/Setting: Automated survey invitation with review fields sent via Webhooks on trigger event.
  

17. Calendly

• Feature/Setting: Automator triggers email/SMS asking for reviews after scheduled event completion webhook fires.
  

18. Jobber

• Feature/Setting: Automated follow-ups via custom notifications once job is closed out in the system.
  

19. Slack

• Feature/Setting: Automate a direct message to internal team reminding to follow up on reviews, or automate external requests using integrations.
  

20. Google Forms

• Feature/Setting: Automated email with form link sent via Apps Script after completion is logged in system.
  

Benefits

1. Improves customer feedback acquisition via automated, consistent, and timely review requests.

2. Automating processes accelerates reputation growth with less manual intervention, freeing staff for core activities.

3. Multichannel automation ensures higher response rates and captures diverse platform reviews.

4. Enables data-driven, automatable marketing evaluation based on review collection metrics.

5. Reduces human error and omits missed follow-ups by shifting to reliable workflow automators.