Never Know When to Ask for Testimonials? Here Are the 3 Best Moments (And How to Automate Them with EndorseFlow + Zapier)
Discover the 3 best moments to request testimonials and how to automate them easily with EndorseFlow + Zapier. Boost social proof on autopilot.
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Stop Selling Features. Start Selling Meaning.
Stop selling features. Start sharing meaning with EndorseFlow—automate video testimonials and let your customers do the talking.
💡 Let's be honest: asking for testimonials feels awkward.
You don’t want to interrupt the flow.
You’re not sure when the right time is.
And worst of all — it’s easy to forget altogether.
That’s why we built EndorseFlow + Zapier automation:
So you never miss the perfect testimonial moment again.
In this post, we’ll break down the 3 best moments to ask for testimonials, and how you can automate the entire process in just a few clicks — no tech skills needed.
✅ 1. Right After a Purchase
Why it works: Your customer is engaged, excited, and just received value.
Perfect for: Online stores, course creators, digital products, coaching packages.
How to automate it with Zapier:
Trigger an automated email or message (e.g. Gmail, Mailchimp, Slack) the moment a purchase is completed, with a link to your EndorseFlow form to submit a testimonial (written or video).
✅ 2. After Project Delivery or Completion
Why it works: The results are fresh in your client’s mind, and you’ve just delivered something awesome.
Perfect for: Freelancers, designers, agencies, consultants.
Zapier Automation:
Use tools like Google Calendar, Notion, Trello or ClickUp to trigger an email or message when a task/project is marked "complete". The testimonial request is sent automatically — no awkward follow-up needed.
✅ 3. After Positive Feedback or Reviews
Why it works: When a client gives you praise — it’s the best time to capture it.
Perfect for: Anyone using NPS, Google Forms, Typeform, or review platforms.
Zapier Automation:
When someone leaves a high score or review (e.g. 9/10 or “Loved it!”), Zapier triggers an email that thanks them and invites them to share a video testimonial via EndorseFlow.
⚙️ Setting Up EndorseFlow + Zapier in 3 Simple Steps
Copy your API Key from your EndorseFlow dashboard.
Click “Create Zap” from any of our templates.
When Zapier asks, paste your API key and hit “Continue”.
✨ That’s it. You’re connected and ready to go.
🚀 Why Automate This?
- No more forgetting to ask
- No more awkward “hey, can you leave a review?”
- More consistency = more social proof = more sales
Automation doesn’t just save time — it helps you grow without friction.
✅ Start Today — No Tech Skills Needed
Just log in to your EndorseFlow dashboard, grab your API key, and activate your first Zap.
👉 Browse Zap Templates