Set the customer balance every night to a preset value

Set the customer balance every night to a preset value

customers
This flow makes it easy to set a customer’s credit balance to a specific value at a specific time. For example, you can use this flow to set a customer’s credit balance to 10 every day at midnight and to only apply to customers who have a valid customer type set. This is ideal for setting daily credit for staff to use on-site or for loyalty customers who get a certain amount of credit on their account to spend every month.

This flow template gives you a good starting point and you can customise it as needed.

When this happens…
Schedule the flow

Select the schedule for this flow to run.
For example, every weekday at 2am

Trigger
Get the data …
Fetch the customers

Fetch all customers from EposNow

Fetch
Apply filters…
Filter by customer type

Filter them by the customer types you specify in the filter

Filter
Then do this…
Update the customer balance

Set the customer balance to a value you select for customers who match the filter.

For example set it to 10 if you want to give the customer a credit of 10 to spend

Action

Customisation

This template can be easily customised by changing the triggers, filters and actions
Learn more

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.

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