Triggering loyalty program actions and special offers on qualifying purchases

Purpose

 1.1. Automate instigation of loyalty program actions (such as points, tier upgrades, or member notifications) and issuance of special offers immediately following qualifying wholesale HVAC system purchases by business customers.
 1.2. Optimize retention, incentivize repeat purchases, and provide timely, segmented value through personalized rewards and exclusive promo automation, while ensuring consistency, compliance, and error-free recognition.
 1.3. Enable multi-channel communication to instantly alert customers and internal teams, update CRM and ERP systems, and trigger marketing workflows aligned to HVAC-system-specific order attributes.

Trigger Conditions

 2.1. Purchase of a qualifying air conditioning system or component by a registered wholesale partner.
 2.2. Transaction meets predefined criteria (SKU, volume, price threshold, segment status).
 2.3. Event detected in ERP, POS, or eCommerce platform signaling completed, paid order.
 2.4. Periodic audits to catch late, multi-invoice, or bundled qualifying transactions.

Platform Variants

 3.1. Salesforce
  • Object Workflow: Configure Process Builder to listen for new Closed-Won Opportunities with qualifying HVAC products.
  • Action: Trigger flow to update Loyalty Program custom fields and send Apex callout to rewards endpoint.
 3.2. HubSpot
  • Workflow: Use Deal triggers for qualifying product lines, invoke webhook to external loyalty system, and send marketing email with special offer.
 3.3. Microsoft Dynamics 365
  • Power Automate Flow: Monitor order records for specific product families, update Loyalty Points entity, dispatch adaptive card notification.
 3.4. Zoho CRM
  • Blueprint/Workflow: Detect Product Module additions, apply loyalty tags, generate voucher via API.
 3.5. SAP S/4HANA
  • Business Rule Framework: Automate reward assignments based on sales doc criteria; BAPI integration to loyalty system.
 3.6. Oracle NetSuite
  • SuiteScript Scheduled Script: Listen to SalesOrder creation with qualifying items, push data to rewards API endpoint.
 3.7. Shopify Plus
  • Webhook: Trigger on “Order Paid,” send JSON to loyalty platform for HVAC category products.
 3.8. WooCommerce
  • Action Hook: Register 'woocommerce_order_status_completed', call custom function to post to rewards engine.
 3.9. Magento Commerce
  • Event Observer: "sales_order_save_after" for specified SKUs, execute REST API request to loyalty service.
 3.10. Twilio SMS
  • Messaging API: On qualifying purchase event, send SMS reward/offer using programmable SMS endpoint.
 3.11. SendGrid
  • Transactional Mail API: Email customer loyalty upgrade or time-limited HVAC offer post-purchase trigger.
 3.12. Mailchimp
  • Automation API: Add contact to “Loyalty Rewarded” segment, email HVAC business-specific promo.
 3.13. ActiveCampaign
  • Automation: Trigger “Purchaser” tag routines, initiate reward and series of HVAC-focused offer emails.
 3.14. Google Sheets
  • Apps Script Trigger: On “Purchase Recorded” row, invoke API call to loyalty system and email sales team.
 3.15. Airtable
  • Automation: Record qualifying purchase, update "Reward Status" field, send webhook notification.
 3.16. Stripe
  • Webhook Event: On successful payment (“checkout.session.completed”), notify loyalty database for HVAC item codes.
 3.17. Square
  • Orders API: Filter inbound orders, update customer profile in loyalty module, optionally SMS via Square Marketing.
 3.18. Pipedrive
  • Deal Trigger: Upon stage change to “qualified sale” with HVAC products, push to loyalty integration endpoint.
 3.19. Intercom
  • Event API: Customer purchase event triggers in-app notification and bot message with exclusive offer.
 3.20. Slack
  • Incoming Webhook: Channel alert for completed qualifying order; prompt manual loyalty intervention if needed.
 3.21. Monday.com
  • Automation: On “Order Won,” update loyalty board, notify customer manager, and call third-party API for reward sync.
 3.22. Zendesk
  • Trigger: On new order or customer ticket indicating qualifying status, create reward task and notify via email/comment.

Benefits

 4.1. Eliminates manual tracking and reward issuance errors for wholesale HVAC buyers.
 4.2. Accelerates rewards delivery, improving partner satisfaction and fostering retention.
 4.3. Enables segmentation and rapid issuance of targeted promotions based on system, brand, or volume.
 4.4. Integrates with front-office and back-office systems, ensuring audit trails and scalability.
 4.5. Supports multi-channel communication, keeping all stakeholders informed and engaged.
 4.6. Heightens cross-sell/upsell opportunities via contextualized, automated offer delivery.