1.Captures new customer metric event
Integrate Klaviyo to capture the customer metric event and map profile email to the workflow.
Send earned referral credit reminders to ops team
Automatically monitor new customer metric events across Klaviyo and Slack. Get instant ops reminders when referral reward count updates, order value crosses threshold, or qualifying subscribers matchβso you can apply credits, reduce missed opportunities, and keep billing aligned without manual follow-up.
How this automation protects earned referral credits
When new customer metric events happen, delays can cause missed earned referral credits. This automation captures event details and finds subscriber context, then filters eligibility and posts an ops reminderβso your team can apply credits on time.
Klaviyoor swap with your favorite app
2.Finds subscriber by email
Integrate Klaviyo and subscriber lookup tools to pull subscriber attributes like referral reward count for message context.
3.Filters for qualifying credits
Integrate Filter by Zapier and eligibility rules to continue only when referral reward count is positive and order value meets the threshold.
Filter by Zapieror swap with your favorite app
4.Sends ops channel reminder
Integrate Slack and team communication tools to post a credit reminder with referral reward count and next purchase ETA.
Slackor 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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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