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, which will let you integrate with hundreds of popular applications!
Current Integrations That Support Actions:
- Infusionsoft (Keap Max Classic)
- Zapier (Connect with 100s of 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, so Spiffy keeps it simple, by offering support for the most powerful functions in the connected system.
When you integrate your connected system with Spiffy, you will have the ability to configure actions for a wide range of things, from billing to the checkout. Spiffy’s checkout automation allows for you to automate everything from the purchase / upsell, to individual options on your checkout. Want to apply a tag in your CRM when someone selects an optional Payment Plan? Spiffy has you covered!
Here is a preview of the features that support integration actions:
Global Billing Automation
Global billing triggers for Payment Failures, Cards Expiring, Subscriptions Cancelled and More!
Subscription Group Billing Automation
Subscription Billing Automation, separated by ‘Groups’. When you create Subscriptions & Plans in Spiffy, You can create Groups for those Plans, and each group will support subscription billing automation for Payment Failures, Cards Expiring, Cancellation and More!
Learn more about Billing Automation.
Checkout/Upsell Purchase Automation
Simple automation in your connected system for when a purchase is made, or an upsell is accepted!
Learn more about Purchase Automation.
Checkout Option Automation
Subscription Choices (ex: Monthly/Annual), Single Pay / Payment Plan, Option Blocks? You can setup different integration actions to trigger when someone selects a monthly subscription vs an annual subscription option, or selects a single-pay vs a three-pay payment plan.
Learn more about Option Automation.