Workflows & automation

Vouch's workflow engine triggers on real lifecycle events — an appointment, a purchase, an NPS response — and chains together solicitation, routing, escalation, and follow-up so reputation operations don't depend on someone remembering to do them manually.

What you get

Event-driven, not manual

Workflows fire off real events from your CRM or connected systems, not a recurring calendar job someone has to babysit.

Branching logic

Build DAG-based workflows that branch on survey response, customer segment, or location — a detractor path that routes to service recovery, a promoter path that routes to review solicitation, all from one workflow definition.

CRM connectivity

Connect to your existing CRM so customer data and lifecycle events flow into Vouch without duplicate data entry, and outcomes flow back out.

Auditable by design

Every workflow run leaves an audit trail — what fired, when, and what action it took — so operations are reviewable, not a black box.

How it works

Define the trigger

Pick the lifecycle event that should start the workflow — appointment completion, purchase, ticket resolution, survey response.

Build the branch logic

Add conditional branches based on data available at trigger time — survey score, customer segment, location, channel preference.

Chain the actions

Combine solicitation sends, destination routing, internal escalation, and follow-up steps into a single workflow definition.

Monitor and refine

Review workflow run history and outcomes in Vouch analytics, and adjust branches or timing as you learn what converts.

FAQ

What triggers can start a Vouch workflow?

Any lifecycle event you connect via integration or API — appointment completion, purchase, support ticket resolution, or a survey response (NPS, CSAT, CES) landing in a particular score range.

Can workflows integrate with my existing CRM?

Yes — Vouch connects to common CRM platforms so customer records and lifecycle events sync without manual re-entry, and workflow outcomes can write back to your CRM.

Is there an audit trail for workflow actions?

Yes — every workflow execution is logged, including which branch fired and what action resulted, so multi-location and compliance teams can review what happened and when.

Smart solicitation

Transactional NPS

Security