Send cancellation event and update downgrade record status
Send cancellation event and update downgrade record status
Your approved downgrades lack lifecycle events, leaving customer success without context for churn follow-up. Mark the cancellation and update the record so follow-up happens same day.
Overview
When a downgrade is approved, this flow records a cancellation event on the customer profile and marks the record approved so your success and billing teams see churn signals immediately. That eliminates manual handoffs and ensures coordinated follow-up the same day.