A repeat client approached me to automate their follow up for customers who have cancelled their bookings. This client runs a luxury travel company.
Automating Cancelled Bookings (Email and Trello)
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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 the cancellation of recurring PayPal payments
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.
Automating New Bookings (Email and Trello)
The brief – A luxury holiday rental company instructed me to automate notification and management of new bookings.