1.Captures new payment received
Integrate ablefy and customer record tools to map purchaser fields, payment timestamp, and product identifier to access start and expiry rules.
When upgrade purchases arrive without usable access dates, coordinators and billing teams waste time fixing enrollment timelines. This automation maps payment details, converts start dates, calculates expiry dates, and creates course access recordsβso teams can keep accurate start and end coverage.
Integrate ablefy and customer record tools to map purchaser fields, payment timestamp, and product identifier to access start and expiry rules.
Integrate Formatter by Zapier and date utilities to format the payment timestamp into an ISO start date for the access record.
Integrate Formatter by Zapier and expressions to apply expiry policy by product key and output the ISO expiry date.
Integrate Zapier Tables and database tools to create course records with start and expiry dates, plus memo payment reference.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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