1.Catches new balance request
Integrate Gravity Forms and form automation tools to capture the new loyalty balance submission fields and route the request onward.
Send quick loyalty balance and order summary to requesters
Automatically detect loyalty balance requests across Gravity Forms. Send clear HTML balance and order summaries when emails are normalized and records are found or missingβso you can resolve inquiries, generate order details, and email results without manual follow-up.
How this automation sends loyalty answers fast
When loyalty balance requests come in without an instant lookup, customers wait and support teams fall behind. This automation catches new form submissions, finds customer and order details, generates an HTML summary, and emails itβso your team resolves questions quickly.
Gravity Formsor swap with your favorite app
2.Normalizes submitted email
Integrate Formatter by Zapier and data formatting tools to lowercase the submitted email and to create a search key for lookup.
Formatter by Zapieror swap with your favorite app
3.Finds customer record and orders
Integrate Airtable and customer database tools to find the matching customer record and linked order rows for the summary.
Airtableor swap with your favorite app
4.Builds HTML order summary
Integrate Code by Zapier and templating tools to generate a compact HTML table and subtotals from the order data.
Code by Zapieror swap with your favorite app
5.Sends balance email to requester
Integrate Gmail and email templates to send the HTML balance and order summary, using a fallback template when no data exists.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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