Echo Integration Guide
Echo turns your completed jobs into automated feedback requests - happy customers are guided to leave positive reviews, unhappy ones are flagged for you. You can connect in minutes using Email Forwarding or a Webhook. If you prefer a hosted form (with QR codes) or a Sheets/Excel sync, we'll set that up for you.
We strongly recommend running your first test job using your own email and contact information. This allows you to see exactly how the process works and guarantees that a response will be received for testing. The full testing process typically takes one to two days to run through. After submitting your first job completion, it may take a few hours for the data to be ingested and queued. The first test email will then be sent at 9:00 AM EST the following morning, and once the reply and follow-up sequence are processed (usually within a few hours), you’ll receive a confirmation email letting you know your test was successful and your account is ready for live use.
In order for Echo to run, we need the following information for each job:
Account ID
Customer's First Name
Your customer's first name, for use in our
communications
Customer's Email
Job Completion Date
The date the job was completed
(in MM/DD/YYYY format)
(Optional) Work Description
Option 1: Email Forwarding (fastest)
How it works
We periodically ingest these emails into our database.
Echo will then send a feedback request to your customer at the provided address.
Customers respond, Echo reads & understands their feedback, and routes the message appropriately, following up with them to leave a positive review, or escalating to you if it's neutral or negative feedback.
Some tips & tricks
The subject line in the email can really be anything - do what works best for you.
Each email should only contain one job - if you are processing many jobs, send many emails.
Dates should be in MM/DD/YYYY format.
Option 2: Webhook (for apps, CRMs, or custom systems)
Set up automated webhooks to effortlessly flow data to Echo.
Validation Notes
Expected Response: {"message":"Workflow was started"}
accountId: integer must match your assigned Account ID.
customerFirstName: string, plain text
customerEmail: must be in valid email format.
Note: we suggest you use your email for your test, that way you can respond to it quickly! We only activate your account once we receive a response to an email.jobDate: MM/DD/YYYY format
workDescription: optional, plain text.
Other Options & FAQ
More integration options are on the way!
Hosted Forms
For teams that want a simple form (great for field staff!)
Email ryan@daigneaultlabs.com and we'll stand up a custom form and set you up with a QR code that posts directly to your account at no cost to you.
Coming Soon: Excel & Google Sheets
We're working on adding native sync to watch specific Sheets/Excel files and pull in new rows automatically. If you want early access, let us know by emailing ryan@daigneaultlabs.com
Testing your Integration (required!)
In order to activate your account, you need to run one job through Echo (including receiving a response from your customer) to make sure we capture everything properly.
Send one test job using your chosen method (use sample data, your own email, etc.)
Watch for a confirmation email from Echo.
Once the test works, we'll mark your account as Active.
FAQ & Best Practices
How often do you pull email jobs?
We poll regularly throughout the day. Webhooks are near instant.
Can I batch send multiple jobs?
Email: one job per email is required. Webhook: send jobs individually; if you must batch, send sequential POSTs.
What if I don't have the customer's email?
Echo needs the Customer Email to request feedback. Consider capturing emails during booking or payment. We'd be happy to help you set up a system to do so!
Need help? If there's ever any doubt, question, comment, or request, reach out directly: ryan@daigneaultlabs.com. We'll help you set up the integration - no cost.