1.Catches invoice update event
Integrate Jobber and invoice event routing to catch the invoice update event and pass customer identifiers into the flow.
Send tiered loyalty texts after invoice updates to customers
Automatically monitor invoice updates across Jobber and customer loyalty tables. Send tiered texts when visit counts cross thresholdsβso you can update tiers, track spend, and deliver the right SMS tier message without manual follow-up paperwork.
How this automation sends tiered loyalty texts
When invoice updates arrive and loyalty tiers do not update quickly, customers miss timely rewards. This automation catches invoice updates, updates loyalty counters and thresholds, and sends tiered SMS messagesβso your team can reward intent automatically.
Jobberor swap with your favorite app
2.Finds matching loyalty record
Integrate Zapier Tables and data lookup tools to search your loyalty table by customer ID and map fields for calculations.
Zapier Tablesor swap with your favorite app
3.Updates loyalty counters and spend
Integrate Zapier Tables and spreadsheet calculation tools to increment visits and lifetime spend, or create a new record.
4.Evaluates tier thresholds
Integrate Filter by Zapier and threshold rules to continue only for qualifying records based on the updated visit count.
Filter by Zapieror swap with your favorite app
5.Sends tiered SMS
Integrate Quo and SMS messaging to send the right tier message using customer phone and tier specific templates.
Quoor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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