8 resultados para Modelos de fluxos de trabalho
Objective: Manage Payments
Remind customers to renew their subscriptions
Create a reminder task for your team to email customers a month before their subscription ends, and then send the customer email.
Workflow Template
Tell deal owners when you receive payments
Let deal owners know when you successfully receive payments for associated deals using payment links.
Workflow Template
Send abandoned cart emails
N/A
Workflow Template
Onboard customers after successful payment
Let contact owners know when a successful payment processes so they can begin onboarding new customers
Workflow Template
Send re-engagement email to ecommerce customers
N/A
Workflow Template
Send welcome email to new ecommerce customers
N/A
Workflow Template
Set product plan on contacts associated with payments
When payments have line items for product plans or types, set associated contact properties to match.
Workflow Template
Create a quote when a deal is created
When a deal is created, automatically create a quote using a specified template
Workflow Template