What actions can I automate?

Create contact

Automatically create a contact in your TrueReview contacts page whenever a new payment is processed in Confido Legal.

Send review or survey request

Automatically send a review request whenever a new payment is processed in Confido Legal.

Smart Automation Without the Guesswork

Resend Rules

Choose whether to resend to the same phone number and email, or automatically skip repeat contacts.

Timing Filters

Set limits based on time—only resend if the customer was last contacted a set number of days or months ago.

Interaction Filters

Only resend if the customer didn’t engage with the original request (e.g., didn’t click or leave a review).

Create an integration with Confido Legal and TrueReview