Log membership tag removals to a dated records sheet
Log membership tag removals to a dated records sheet
Removed membership tags leave your team without a dated record of last purchase or expiry, causing delayed renewal outreach. Coordinators get a dated record to trigger renewal outreach same day.
Workflow preview:
Zap details:
Overview
When membership tags are removed you lose an auditable renewal trail and coordinators miss outreach windows. This flow captures the email, formats the last-purchase date, computes the next-contact date per plan, and appends a dated row so program coordinators and billing staff can act the same day.