Update customer type for expired customers
Update the customer type for all customers whose expiry date has passed. Set the schedule to run daily automatically.
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Customers
Set the max credit limit for customers based on customer type
Set a max credit limit on customer accounts based on their customer type. Ideal for setting the max credit limit for all customers who are assigned a particular customer type.
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Add credit balance for customers who signed up at specific location(s)
Add credit balance to any customers who signed up at selected locations. Ideal for retrospectively adding credit to customer accounts.
Add credit balance for customers who signed up at specific location(s) Read Article
Add loyalty points for customers who signed up at specific location(s)
Add loyalty points to any customers who signed up at selected locations. Ideal for retrospectively adding loyalty points to customer accounts.
Add loyalty points for customers who signed up at specific location(s) Read Article
Update customer type based on sign up date
Update the customer type for customer who signed up more than a specified number of days ago
Update customer type based on sign up date Read Article
Update Epos Now customers
This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.
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Set the customer credit balance every night to a preset value
Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.
Set the customer credit balance every night to a preset value Read Article