Here’s how I tag all of my email subscribers with the products they’ve purchased from me:
This workflow takes recently created xero invoices, checks if there’s an email address, splits the invoice line by line, looks up the kit tag to add from the notion HW Products database and then tags that customer in kit with everything they’ve purchased.
Why do i do this?
Having purchased product + service data in my email marketing software gives me the opportunity to segment my list based on what they have and haven’t yet purchased. It also gives me a steer on how much they’ve spent with me and what products or services they might be ready for next.
The Software Stack
- n8n
- Xero
- Notion
- Kit (formally convertkit)
Are you already using n8n? I’d love to hear what you’re automating – or what you wish you could automate.
Whether you use ServiceM8, run a trade business, or simply want to save time on repetitive admin, ask me about ready-made and custom n8n workflows. Drop a comment or send me a message and I’ll help you work out what’s possible.
Ready to try n8n? You can sign up using my partner link: https://hazelwhicher.co.uk/get/n8n
#WorkflowWednesday
