Quick overview
This workflow watches a Google Sheets client list, waits a configurable delay, then sends a WhatsApp review request via SyncMate and logs the status back to the sheet, optionally sending a single reminder after a few days if the client has not marked as reviewed.
How it works
- Triggers when a new row is added to a Google Sheets worksheet.
- Loads configurable values like the review link, business name, delays, and default country code and combines them with the new row data.
- Cleans and validates the Phone field into an international digits-only number and updates Google Sheets with an “Invalid phone” status and notes if it cannot be normalized.
- Waits for the configured number of hours and sends a personalized WhatsApp review request using WhatsApp Notifications by SyncMate, then updates Google Sheets as “Requested” with a timestamp or “Failed” with the error message.
- Waits for the configured number of days, fetches the latest version of the same row from Google Sheets, and checks whether the Reviewed column equals “Yes”.
- If the client is not marked as reviewed, sends one WhatsApp reminder via SyncMate and updates Google Sheets with “Reminder sent” or “Reminder failed”.
Setup
- Connect Google Sheets credentials and select the correct spreadsheet and sheet in the Google Sheets trigger and all Google Sheets read/update steps.
- Install the community node “WhatsApp Notifications by SyncMate” and add your SyncMate (Assistro) API token credentials.
- Ensure your sheet has the columns Name, Phone, Review Status, Review Requested At, Reviewed, and Notes, and that Phone values are unique enough to be used for matching.
- Update the Config values for your review link, business name, firstDelayHours, reminderDelayDays, and defaultCountryCode.
- After a client leaves a review, set Reviewed to “Yes” in Google Sheets to prevent the reminder from being sent.