Automating Cancelled Bookings (Email and Trello)

A repeat client approached me to automate their follow up for customers who have cancelled their bookings. This client runs a luxury travel company.

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PayPal and ConvertKit Automation

The Problem

  • Client cancels recurring payment for a service in PayPal
  • No direct Zap or integration between PayPal and ConvertKit for theĀ cancellation of recurring PayPal payments

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Integrating Shopify and ClickFunnels

There two main options for automating the transfer of orders from Clickfunnels to Shopify. You can integrate Clickfunnels directly with Shopify or you can send orders via Zapier. The problem with both of these options is you can’t send bundles or up-sells grouped as one order. They come through as separate orders. A third solution had to be found.

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Automating New Bookings (Email and Trello)

The brief – A luxury holiday rental company instructed me to automate notification and management of new bookings.

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