Dashboard

CRM Automation

Automatically send review requests when customers make a purchase or complete an action in your CRM or payment provider.

How It Works

1

Get Your API Key

Generate an API key from your dashboard

2

Connect via Zapier

Link your CRM/payment provider to AskReview

3

Auto-Send Reviews

Review requests sent automatically on trigger events

Step 1: Generate Your API Key

  1. •Go to Dashboard → Integrations → CRM & Automation
  2. •Click "Generate API Key"
  3. •Copy and save your API key securely (you won't see it again)

⚠️ Important: Treat your API key like a password. Never share it publicly or commit it to version control.

Popular Automations via Zapier

Stripe

Send review request after successful payment

When customer pays → Send review request

HubSpot

Send review request when deal stage = Won

When deal closes → Send review request

Step 2: Setup Zapier Automation

Follow these steps to connect any app to AskReview:

Create Your Zap

  1. •Log in to Zapier.com and click "Create Zap"
  2. •Choose your trigger app (e.g., Stripe, HubSpot, Shopify)
  3. •Select trigger event (e.g., "New Payment", "Deal Closed")
  4. •Connect your account and test the trigger

Configure the Action

  1. •Add action: "Webhooks by Zapier" → "POST"
  2. •Set URL to: https://askreview.link/api/v1/invite
  3. •Add header: Authorization: Bearer YOUR_API_KEY
  4. •Set request body (JSON):
    {
  "pageSlug": "your-page-slug",
  "channel": "email",
  "contacts": [{
    "name": "{{customer_name}}",
    "email": "{{customer_email}}"
  }]
}
    💡 What's a page-slug? It's the unique identifier from your review page URL.
    Example: If your page is askreview.link/x7k9mQ2p, then x7k9mQ2p is your page-slug.
    📝 Note: The contacts array contains one contact per trigger. Each time your Zap runs (e.g., new Stripe payment), it sends one review request to that customer.
  5. •Map customer data from your trigger to the request body
  6. •Test the Zap and turn it on!

✓ Done! Review requests will now be sent automatically when your trigger event occurs.

API Reference

For developers building custom integrations:

POST /api/v1/invite

{
  "pageSlug": "your-page",
  "channel": "email",
  "contacts": [
    { "name": "John Doe", "email": "john@example.com" }
  ],
  "template": "Hi {name}, review us: {link}"
}
View Full API Documentation

Common Use Cases

  • 💳E-commerce: Send review request 2 days after order delivery
  • 🤝CRM: Send review when deal stage = "Closed Won"
  • 📅Appointments: Send review after Calendly booking completes
  • 🎓Courses: Send review when student completes course
  • 🎫Support: Send review when ticket is marked "Resolved"