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Workflow · Bookings

Package almost used up → renewal offer

When a customer’s package is down to its last sessions, they get a renewal offer and you get a task to follow up.

Use in EraAll templates
3 steps · 3 apps
How it looks in the workflow editor
  1. Trigger
    A subscription has two or fewer sessions left this periodPackages
  2. 1Action
    Send a message to the customerNotifications
  3. 2Action
    Create a taskTasks
  4. DoneLogged in the run history

How it works

3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Packages

    A subscription has two or fewer sessions left this period

    The flow starts the moment this happens in Packages — nobody needs to press a button.

  2. 2

    Action · Notifications

    Send a message to the customer

    The customer gets a message by WhatsApp. You write the text when you set it up.

  3. 3

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Packages
  • Notifications
  • Tasks

To run it

  • Modules switched on: Packages, Notifications, Era
  • Picking it in Era and looking it over once

Similar templates

Start with Package almost used up → renewal offer

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era