Update customer type for expired customers
This flow template gives you a good starting point and you can customise it as needed.
Send us an enquiry or book in a call, whatever suits you best.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the customers
The flow will fetch all customers from your Epos Now account ready for filtering
Target the customers who match your filters
Filter so that this is only applied to customers for whom the expiry date has already passed and who are not already set to the expired customer type.
Update the customer type
Update the customer type to your selected customer type for expired customers
Customisation
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.
Customer Title
Customer Forename
Customer Surname
Customer Business Name
Customer Dateofbirth
Customer Expirydate
Customer Notes
Customer Contact Number
Customer Contact Number 2
Customer Email Address
Customer Type
Customer Max Credit
Customer Current Balance
Customer Card Number
Customer Current Points
Customer Sign Up Date
Customer Sign Up Location
Location Name
Location Is Warehouse
Location Location Area
Location Area Name
Customer Referencecode
Customer Address Name
Customer Address Town
Customer Address County
Customer Address Post Code
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
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.
Customer Title
Customer Forename
Customer Surname
Customer Business Name
Customer Dateofbirth
Customer Expirydate
Customer Notes
Customer Contact Number
Customer Contact Number 2
Customer Email Address
Customer Type
Customer Max Credit
Customer Current Balance
Customer Card Number
Customer Current Points
Customer Sign Up Date
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text