Synova Connect
Cancellation approval workflow
When a cancellation is approved on a ticket, the customer gets written confirmation, the record updates everywhere, and a win-back check-in schedules itself for later.
Why teams set this up
Cancellations end relationships twice: once when the customer leaves, and again when a record nobody updated bills them next month.
- No post-cancellation billing surprises
- A reason captured on every cancellation
- Win-back outreach that runs without a campaign
How the automation runs
A member cancels because they moved across town. The confirmation email goes out with the end date, the record updates with the reason, and ninety days later an email asks how the new neighborhood is treating them and mentions the location near their office.
- Ticket field
- CRM update
- Wait step
- Outbound email