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AI Sales & CRM · Revenue Ops

Run a win-back play the moment an order is refunded

When an order is updated to refunded, an AI agent crafts a personalized win-back offer email, tags the customer for a win-back sequence, and logs the outreach.

WooCommerceWooCommerce AI AgentAI Agent EmailEmail FluentCRMFluentCRM
~8 min setup used by 3.1k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

WooCommerce → AI Agent → Email
5 steps
WooCommerce
TRIGGER
WooCommerce · Order Updated
The workflow starts automatically when an order is updated in WooCommerce. FlowMattic captures that data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (Email, FluentCRM) to complete the task. Connect an AI provider on import.
Email
TOOL
Email · Send Email
A tool the AI agent can call — Email — send an email using built-in WP mail function or custom SMTP. The agent uses it only when the task needs it; connect your Email account on import.
FluentCRM
TOOL
FluentCRM · Add Tags to Contact
A tool the AI agent can call — FluentCRM — adds one or more tags to an existing contact in FluentCRM. The agent uses it only when the task needs it; connect your FluentCRM account on import.
FluentCRM
ACTION
FluentCRM · Add Note to Contact
FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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