The core problem: The Resort Club's booking and member management system was running on Heroku with business logic embedded in Google Scripts. The Heroku app was becoming increasingly expensive and difficult to maintain, and critical functionality was scattered across scripts with limited visibility and control.
Metawork replaced the entire backend with Make.com scenarios and Pipedrive deal automation. This consolidated all member interactions, bookings, points management, and document generation into a single platform with clear workflows, audit trails, and break monitoring.
Key deliverables:
- Make.com scenarios handling member bookings, activity creation, and deal management
- Pipedrive deal pipelines for bookings and customer care with automated stage transitions
- Automated document generation (booking confirmations, envelopes, club cards)
- Member points system with automatic deduction on bookings
- Customer care automation with 6-month tag-based follow-up tracking
- Break monitoring and alert system to catch connection/scenario failures immediately
What was built
| Area | Component | Status |
|---|---|---|
| Booking Workflows | Member bookings create deals → deduct points → generate confirmation documents → send via Pipedrive | Live |
| Deal Automation | Activity tracking, deal creation from webhooks, automated stage routing based on membership type | Live |
| Document Generation | Booking confirmations (PDF), envelopes (PDF), club card generation triggered on deal actions | Live |
| Member Points | Points balance tracking, automatic deduction on booking completion, points-based member status | Live |
| Customer Care | Dedicated deal pipeline, "Recent Customer Care" tag with 6-month auto-expiration for follow-up tracking | Live |
| Scenario Monitoring | Break detection on envelope/card generation and booking confirmation workflows, Pipedrive note + alert on failures | Live |
| Legacy Migration | Analysis of 4+ Google Scripts, Heroku app analysis, Make.com scenario replication, production cutover and testing | Complete |
Recently touched
- 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
- 2026-01-21 [M12] Support Done