Membership upgrade/downgrade processing

Purpose

 1.1. Automate membership upgrade/downgrade processes for aquatic centres, reducing manual intervention, streamlining member status changes, updating access privileges, synchronising system records, notifying stakeholders, and ensuring real-time, accurate member tier management for multi-sport aquatics environments.
 1.2. Enables automated payment adjustment, resource allocation, and eligibility modification aligned with user choices, business rules, and compliance requirements.
 1.3. Supports seamless automated onboarding, transparent communication, and minimizes errors in membership lifecycle events.

Trigger Conditions

 2.1. Payment confirmation or failure after user-initiated upgrade/downgrade.
 2.2. Administrative input via staff dashboard for member tier changes.
 2.3. API webhook notifications from third-party CRM/ERP or booking platforms signaling membership status change.
 2.4. Scheduled automated batch review and update of memberships based on expiry, usage, or promotional eligibility.
 2.5. Member-initiated requests via app, portal, or chatbot integration.
 2.6. Automated reconciliations discovering discrepancies in access rights vs. plan.

Platform Variants

 3.1. Salesforce
 • Feature/Setting: Flow Builder + Membership__c object automation via Process Builder; configure a process to monitor Field Updates and trigger REST API call to downstream systems.

 3.2. Microsoft Power Automate
 • Feature/Setting: Automate with prebuilt Membership Management connector and trigger via change in Dataverse entity.

 3.3. Zapier
 • Feature/Setting: Webhook trigger from membership site, automate multi-step zaps updating CRM, emailing updates, adjusting Google Sheets.

 3.4. HubSpot
 • Feature/Setting: Workflow Automation based on Contact Property ‘Membership Tier’ change; trigger custom webhook to notify ERP.

 3.5. Stripe
 • Feature/Setting: Automated Billing Portal; configure Customer.subscription.updated webhook to automate product switch and invoice adjustment.

 3.6. ActiveCampaign
 • Feature/Setting: Automate pipeline update/trigger automation sequence based on tag change ‘Upgraded’ or ‘Downgraded’.

 3.7. Auth0
 • Feature/Setting: Rules & Hooks automate assignment of user roles based on metadata change indicating plan upgrade/downgrade.

 3.8. Google Sheets
 • Feature/Setting: App Script automation or Sheets API to automatically update membership status fields and trigger records for notification.

 3.9. Mailchimp
 • Feature/Setting: Automated segment update based on membership data change, triggering targeted follow-up campaigns.

 3.10. Twilio
 • Feature/Setting: Programmable SMS API automation to notify members upon automated membership status updates.

 3.11. SendGrid
 • Feature/Setting: Automation of transactional email with dynamic template triggered via API on membership status event.

 3.12. Freshdesk
 • Feature/Setting: Automate ticket creation and workflow assignment upon membership status update events via API.

 3.13. Monday.com
 • Feature/Setting: Automation recipe to change status column when ‘Membership Plan’ field updated; trigger notification.

 3.14. Zoho CRM
 • Feature/Setting: Blueprint automator for module ‘Membership’, automate email/SMS actions and upstream API calls on field change.

 3.15. BambooHR
 • Feature/Setting: Automate employee gym access updates when ‘Membership Level’ field is changed in employee profile.

 3.16. QuickBooks Online
 • Feature/Setting: API automation to adjust membership-based billing plans upon trigger from CRM.

 3.17. Typeform
 • Feature/Setting: Automate webhook push from upgrade/downgrade form submissions to backend processing.

 3.18. Slack
 • Feature/Setting: Automated channel notification to admin group upon membership tier change detected via incoming webhook.

 3.19. DocuSign
 • Feature/Setting: Automated sending of terms and acknowledgements on upgrade/downgrade via API trigger.

 3.20. Asana
 • Feature/Setting: Automate task creation/reminder for staff when member plan change requires manual review or intervention.

 3.21. AWS Lambda
 • Feature/Setting: Automatically run serverless membership update logic triggered via HTTP webhook from frontend/app.

 3.22. PayPal
 • Feature/Setting: IPN/IPN Simulator automation to handle subscription plan transitions and database record update.

 3.23. Google Calendar
 • Feature/Setting: Automation for updating booking privileges and class access when membership tier changes.

 3.24. Jotform
 • Feature/Setting: Automate webhook upon form completion for membership requests that triggers backend update flow.

Benefits

 4.1. Automates error-prone manual processes and saves staff time.
 4.2. Ensures members experience automated changes instantly, enabling real-time access adjustments.
 4.3. Automates multi-system synchronisation, ensuring data consistency and reducing redundancy.
 4.4. Improves customer satisfaction through fast, transparent, automated communication.
 4.5. Creates automatable audit trails and compliance logs for membership changes.
 4.6. Enables automating marketing and retention workflows tied to membership status.
 4.7. Automates notification, billing, and reporting for seamless member lifecycle management.