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Update the email address for locations based on location area

Customers

Update the email address for locations based on the selected location areas. Ideal for updating the email address for all locations under a location area to the same email address quickly.

Delete archived products

Customers

Delete all archived products. Set the schedule to run daily automatically or run manually when needed.

Delete expired customers

Customers

Delete all customers whose expiry date has passed. Set the schedule to run daily automatically.

Redact customer data x days after sign up date

Customers

Redact customer data for all customers where it has been more than a set number of days after the sign up date. Set the schedule to run daily automatically.

Redact customer data by customer type

Customers

Redact customer data for all customers of the specified customer types

Redact customer data for expired customers

Customers

Redact customer data for all customers whose expiry date has passed. Set the schedule to run daily automatically.

Update customer type for expired customers

Customers

Update the customer type for all customers whose expiry date has passed. Set the schedule to run daily automatically.

Set customer expiry date 1 year after sign up date

Customers

Set customer expiry date 1 year after sign up date. This is ideal for retrospectively setting the expiry date for customers.

Set the max credit limit for customers based on customer type

Customers

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.

Add credit balance for customers who signed up at specific location(s)

Customers

Add credit balance to any customers who signed up at selected locations. Ideal for retrospectively adding credit to customer accounts.

Add loyalty points for customers who signed up at specific location(s)

Customers

Add loyalty points to any customers who signed up at selected locations. Ideal for retrospectively adding loyalty points to customer accounts.

Update customer type based on sign up date

Customers

Update the customer type for customer who signed up more than a specified number of days ago

Update Epos Now customers

Customers

This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.

Set the customer credit balance every night to a preset value

Customers

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.