Actions enable a variety of ways to streamline and automate post-purchase communication and billing automation processes by integrating with other software tools.
Spiffy integrates with a number of popular CRMs, but we also support Zapier and Make, which will let you integrate with hundreds of popular applications!
Most of the platforms we integrate with run off of a basic function of Adding/Removing Tags, Adding/Removing from Lists or Segments, so that automation can run in that connected system. Spiffy keeps it simple by offering support for the most powerful functions in the connected system.
Automation Levels
When you integrate your connected system with Spiffy, you will have the ability to configure actions for a wide range of things, from the account level all the way down to a specific item on a checkout.
Global Automation (Account-Level)
Use Global Automation when you want an action to run for all purchases and all checkouts across your entire account. This is most commonly used for global billing triggers like Payment Failures, Cards Expiring, Subscriptions Cancelled and more.
Learn more about Billing Automation
Product/Subscription Automation (Product-Level)
Use Product/Subscription Automation when you want specific actions to run for all checkouts using that Product or Subscription. If you sell the same Product or Subscription on multiple checkouts, you can set up specific integration actions at the Product level and these will run regardless of what checkout is used.
This supports billing automation for Payment Failures, Cards Expiring, Cancellation, as well as granting or removing access to your course or membership.
Learn more about Single Product Automation
Learn more about Subscription Automation
Checkout/Upsell Automation (Checkout-Level)
Use Checkout/Upsell Automation when you want specific actions to run on a specific checkout when a purchase is made, or an upsell is taken.
Learn more about Purchase Automation
Checkout Option Automation (Item-Level)
Use Checkout Option Automation when you want specific actions to run for a specific line item on a checkout like Subscription Choices (eg: monthly/annual), Single Pay / Payment Plan, Option Blocks, or Addons.
You can setup different integration actions to run depending on what is selected on a checkout.
Learn more about Checkout Option Automation
If you have the same action set up in multiple places, all will run. Use a combination of appropriate automation levels to create the desired customer experience.
Integration Connection Issues
In the event of a connection issue between one of your Integrations and Spiffy, account managers and owners will be notified by email and in app so the Integration can be reconnected. Once resolved, any failed automation actions will rerun.
Learn more about Integration Connection Notifications