Zapier Expert

We are looking for:
Best to define each of these items in much more details and provide specific examples to trace the data flow for the desired workflows.
auto renewal
Would need more project requirements.
customer driven cancellation
How do customers cancel? (e.g. in what app)
adding to our workflow in CRM for memberships
Which workflows?
What is the logic for which workflow goes with which membership?
activation in thinkific
Activate what in Thinkific?
possible ability to upgrade product to higher memberships
Which memberships?
What is the logic for which products can be upgraded to which memberships?
Upgrade how?
all of the sales live in Shopify
Do you mean Thinkific sales as well?
30 day email to alert customer of the renewal is going to process
What is the full email template to send?

STEPS
Here’s a simple template to use to outline and organize your workflow steps along with layering specific for each step.
1. Trigger: [App] – [Event]
2. Action: [App] – [Event]

Keep in mind automation is all about the specifics.

We have a shopify product that has three actions.
Which Shopify Product? (Name and SKU)

We need it to activate the membership, automate to our CRM and add them to our current workflows within our crm.
Which Membership? (name/id)
Do what in your CRM? (e.g. create contact, etc.)
Which workflows in your CRM? (name)
How are these workflows triggered? (e.g. tag added, etc.)

We want to build a cancellation process inside either thinkific or shopify.
Would need more requirements shared in order to understand what you are trying to configure in Thinkific and/or Shopify.

We have 3 memberships that follow this same process and we have in person camps that follow a similar process.
Which 3 memberships? (names/ids)
What are the in person camps? (names/ids)

We are looking for:
Best to define each of these items in much more details and provide specific examples to trace the data flow for the desired workflows.
auto renewal
Would need more project requirements.
customer driven cancellation
How do customers cancel? (e.g. in what app)
adding to our workflow in CRM for memberships
Which workflows?
What is the logic for which workflow goes with which membership?
activation in thinkific
Activate what in Thinkific?
possible ability to upgrade product to higher memberships
Which memberships?
What is the logic for which products can be upgraded to which memberships?
Upgrade how?
all of the sales live in Shopify
Do you mean Thinkific sales as well?
30 day email to alert customer of the renewal is going to process
What is the full email template to send?
App:
To:
From Name:
From Email:
Subject:
Body: