Use Cases

Referral automation playbooks by trigger type

Pick a use case based on the exact event in your workflow, then deploy a practical referral sequence with consistent timing and clean lead routing.

Referral SMS After Job Completion

Learn how to trigger referral SMS after job completion using ServiceM8, Xero, Stripe, and nudgey workflows for consistent lead flow.

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Referral SMS After Invoice Paid

Trigger referral SMS after invoice paid events with Xero, QuickBooks, Stripe, and nudgey to improve timing consistency and ROI.

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Ask for Referrals After Positive Reviews

Use positive review events to trigger referral asks with nudgey so high-intent customers can share at the best possible moment.

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Referral Program for Trades Businesses

Build a practical referral program for trades businesses with trigger-based SMS, clean lead routing, and repeatable conversion workflows.

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