Recently touched
- 2026-04-21 Fwd: Elaine H. sent you a message. Done
- 2026-03-23 [Q1] Support Done
- 2026-03-06 [Breaks] [P][v1] On PD Deal.Action Generate Booking Confirmation Done
- 2026-01-22 TRC Done
- 2026-01-21 Replace Google Script + Heroku with make scenarios Done
What we built
- 01
Make.com Scenarios
Replaced Google Script automation layer with Make.com workflows for member bookings, activity tracking, deal creation, and document generation
- 02
Pipedrive Deal Automation
Deal pipeline for bookings and activities, automated stage transitions, member points deduction and balance tracking
- 03
Booking Confirmation Workflow
Automated generation and delivery of booking confirmation documents via Pipedrive actions
- 04
Member Envelope + Club Card Generation
Automated envelope and club card PDF generation triggered on deal actions
- 05
Activity Tracking
Pipedrive-based activity logging for member interactions, service requests, and check-ins
- 06
Customer Care Automation
Automated customer care deal pipeline with tagging, time-based tag expiration (6-month drop-off), and follow-up tracking
- 07
Member Points System
Automatic points deduction on bookings, balance updates, points-based member status management
- 08
Legacy Script Analysis & Migration
Analysis of existing Google Scripts, identification of critical functionality, planning and execution of Make.com migration
- 09
Ongoing Support
System monitoring, break fixes, scenario maintenance, document generation troubleshooting, connection management