SaaS workflow triggers.
Thibault Weber
It would be amazing to have triggers for SaaS Users. such as "new subscriber", "subscription plan changed", "subscription status".
Use Case: Being able to tag based on which plan they're on, and make the necessary changes to those tags when they upgrade/downgrade their plan. Currently it can only be done based on which product is purchased, but has no follow up triggers if they were to upgrade/downgrade their plans so we can tag accordingly and then market different offers to different levels plans when promotion seasons come around.
This is for sub account workflows. There are other agency level things that I think can also be done, but that will be in a separate thread.
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Robert Diaz
Imagine if these triggers get expanded to:
*Addon purchased/cancelled
*Amount of Estimates reached
*Amount of Invoices reached
*Amount of Appointments reached
*Amount of Reviews reached
These triggers would be invaluable for sales team to reach out, send reward messages, provide action based rewards and more!
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Natalie McCrae
Yes!! Saas management abilities are really lacking in GHL