Automated membership category upgrades/downgrades

Purpose

1.1. Automate the transition of architect members between membership categories (upgrade/downgrade) based on eligibility, payment status, CPD (Continuing Professional Development) credits, or tenure.
1.2. Ensure accurate, real-time record updating, automate communication of status change, automate invoicing for new fees, and automate access to new member benefits or restrictions.
1.3. Automatedly enforce compliance with professional standards and automate audit trails for regulatory review.

Trigger Conditions

2.1. Automate recognition of completed CPD points crossing category thresholds.
2.2. Automate identification of payment completion or account arrears.
2.3. Automate tenure milestones (membership anniversary, upgrade eligibility date).
2.4. Automate disciplinary decisions requiring downgrade or suspension.

Platform Variants

3.1. Microsoft Power Automate
• Feature: "Automated Flows"—configure to watch membership database and automate category field changes.
3.2. Salesforce
• Feature: "Process Builder"—automate criteria-based updates and automated member notifications.
3.3. HubSpot
• Feature: "Workflow Automation"—automate member lifecycle stages and emails on category change.
3.4. Zoho CRM
• Feature: "Blueprint & Workflow Rules"—automate triggers for upgrades/downgrades and notify teams.
3.5. Airtable
• Feature: "Automations"—automate record update when category logic matches rules.
3.6. Make (formerly Integromat)
• Feature: Automated scenario triggered by webhook—automates change in membership category and subsequent messaging.
3.7. Google Workspace
• Feature: Apps Script automation watches Google Sheets and automates member updates, triggers email via Gmail.
3.8. ActiveCampaign
• Feature: "Automations" for automating contact tagging and sequence for upgraded/downgraded communications.
3.9. Slack
• Feature: Workflow Builder—automatedly posts internal announcement on member category automation event.
3.10. SendGrid
• Feature: Automation API—automatic transactional emails on category change configured with dynamic templates.
3.11. Twilio
• Feature: Studio Flow—automate SMS to notify architect of category upgrade/downgrade.
3.12. Xero
• Feature: Webhooks for automated invoice regeneration on category upgrade; Payment API to monitor status.
3.13. QuickBooks
• Feature: Automated recurring billing updated programmatically via API upon category automation.
3.14. BambooHR
• Feature: Automated workflows to update members’ status and document changes.
3.15. DocuSign
• Feature: API—trigger sending of new agreement upon automated upgrade/downgrade.
3.16. Mailchimp
• Feature: "Automations"—auto-enroll or remove contacts from membership journey emails.
3.17. Dropbox
• Feature: Automated file access permissions update when category automates.
3.18. Zapier
• Feature: Multi-step Zaps—automate logic across CRM, email, and Slack on upgrade/downgrade trigger.
3.19. Stripe
• Feature: Automated subscription modification via API on membership category automation.
3.20. Okta
• Feature: Lifecycle Management—automates SSO access to resources by category programmatically.
3.21. SurveyMonkey
• Feature: Automated trigger sends satisfaction survey after category automates.

Benefits

4.1. Automate error-free member records with auditable trails.
4.2. Automated notifications reduce manual outreach.
4.3. Automating billing and documentation increases financial accuracy.
4.4. Automator ensures members only access entitled benefits.
4.5. Automatable upgrades/downgrades improve member satisfaction, retention, regulatory compliance, and reduce admin overhead.