Marketing & Reputation ManagementPurpose
1.2. Automatedly capture project completion events from job management software, CRM, or manual triggers to initiate timely review solicitation.
1.3. Automator ensures the message is branded, personalized, and delivered through preferred customer channels (SMS, email, messaging apps).
1.4. Streamlined automation enables tracking of requests, follow-ups, response rates, and escalation if a review is not received.
Trigger Conditions
2.2. Status updated in CRM (e.g., client moves to 'Completed Projects').
2.3. Invoice marked 'Paid' in finance software.
2.4. Manual trigger by staff via a web form or mobile app.
2.5. Automated event from scheduling platform confirming final appointment/service delivery.
Platform Variants
• Feature/Setting: Messaging API — Automate SMS review requests with merge fields for customer names and direct review links.
• Example: Configure POST to Twilio's /Messages endpoint with personalized body.
3.2. SendGrid
• Feature/Setting: Email API — Automate transactional email delivery with review links and branding.
• Example: Use v3 Mail Send Endpoint with dynamic templates.
3.3. Mailgun
• Feature/Setting: Messages API — Automate sending custom email review invitations on project completion.
• Example: POST to /v3/{domain}/messages.
3.4. Google Workspace (Gmail API)
• Feature/Setting: Send email automation on status change in connected Google Sheets/Forms.
• Example: Use Gmail API send endpoint triggered by Apps Script.
3.5. HubSpot
• Feature/Setting: Workflow Automation — Automate review request email or SMS sequence from CRM record change.
• Example: Configure workflow to trigger on deal stage 'Closed/Won'.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow — Automate sending review requests via Email/SMS after opportunity closure.
• Example: Connect Email Alert or SMS action to flow on Opportunity Closed.
3.7. Pipedrive
• Feature/Setting: Workflow Automation — Automate action on deal marked as 'Won'.
• Example: Trigger email/SMS sequence on pipeline stage change.
3.8. Zoho CRM
• Feature/Setting: Blueprint/Workflow Rules — Automate review request on project milestone completion.
• Example: Use webhook, email, or SMS action in workflow.
3.9. Slack
• Feature/Setting: Incoming Webhook — Automate team notification or trigger further action if customer review not returned.
• Example: Send channel message when review status remains pending.
3.10. ActiveCampaign
• Feature/Setting: Automations — Automate review request series with conditional follow-up.
• Example: Start automation on contact tag 'Project Complete'.
3.11. WhatsApp (via Twilio or MessageBird)
• Feature/Setting: WhatsApp Messaging API — Automate review request via WhatsApp.
• Example: Send template message with dynamic review link.
3.12. Facebook Messenger (via Messenger API)
• Feature/Setting: Automate message to customer with Facebook page review link.
• Example: POST to /me/messages endpoint.
3.13. Intercom
• Feature/Setting: Custom Bots/Outbound Messages — Automate in-app or email review invites on customer segment update.
• Example: Configure auto-message on 'Project Completed' event.
3.14. Microsoft Outlook (Graph API)
• Feature/Setting: Automated email with review links on calendar event or task completion.
• Example: Mail.Send API action with dynamic content.
3.15. Monday.com
• Feature/Setting: Automate — Custom automation for status change triggers email or SMS review invites.
• Example: Recipe: When status changes to Done, notify via email.
3.16. Asana
• Feature/Setting: Rules — Automate review request task creation or email/SMS send on task completion.
• Example: Rule triggers HTTP request to messaging service.
3.17. ClickSend
• Feature/Setting: SMS API — Automate sending review requests by SMS with direct survey/review links.
• Example: POST to /v3/sms/send endpoint.
3.18. Jobber
• Feature/Setting: Custom Workflow — Automate email/SMS when job status changed to 'Completed'.
• Example: Service completion triggers review request automation.
3.19. Podium
• Feature/Setting: Automated Review Invite — Connects with job data to send review requests via SMS.
• Example: Auto-trigger on job completion CRM update.
3.20. Google Reviews API (via third-party)
• Feature/Setting: Automate distribution of Google review request links based on customer contact method.
• Example: SMS/email contains dynamic Google review link generated per project.
3.21. Yelp API
• Feature/Setting: Automate sending the Yelp review link post-completion to customers.
• Example: Insert custom Yelp review link in automated message.
3.22. QuickBooks Online
• Feature/Setting: Workflow Automation — Automates review request triggered on invoice payment.
• Example: Event ’Invoice Paid’ triggers outbound communication via integrated service.
3.23. DocuSign
• Feature/Setting: Post-Envelope Workflow — Automate review request when final project documents signed.
• Example: Event handler on envelope completion, send review request notification.
Benefits
4.2. Automator decreases manual labor, freeing staff for more valuable tasks.
4.3. Automation improves reputation management, gathering more reviews across multiple platforms.
4.4. Automatedly delivers branded, personalized customer experience.
4.5. Enables tracking and scaling of review solicitation with automation analytics.
4.6. Reduces follow-up workload via automated reminders and escalations for non-responders.
4.7. Automatable integration with any workflow tool typical in countertop contractor operations.