What we're trying to accomplish:

As a SaaS Agency, we need the ability to create, deliver, and validate coupon codes automatically through workflows — tied to specific contacts, triggered by specific actions, and applied to SaaS products at checkout.

Specific capabilities needed:

Create a unique or pre-built coupon code automatically when a workflow action fires — for example, when a contact completes a specific survey.

Deliver the coupon directly to the contact via SMS or email through the workflow — with the code embedded in the message.

Restrict coupon availability to contacts who meet specific criteria — such as completing a survey, being tagged, or having a custom field populated. Prevent use by contacts who did not meet the qualifying condition.

Set coupon expiration dynamically from the trigger date — for example, 30 days from survey submission — not a fixed calendar date.

Limit coupon redemption to one use per contact or brand — enforced automatically at checkout without manual oversight.

When a referred contact completes a purchase, automatically issue a percentage-based reward (e.g., 10% of setup fee) to the referring contact — applied as a credit toward their subscription or as a cash payout trigger.

Track coupon status per contact inside the CRM — Issued, Redeemed, Expired — visible in the contact record and usable as a workflow filter condition.

Current workaround:

Manual task creation + wait period before SMS notification — requiring human intervention for every coupon issuance. This breaks full automation and creates operational dependency on manual execution.

Business impact:

Without this capability, post-survey incentive programs, referral reward automation, and time-sensitive promotional sequences cannot be fully automated — limiting scalability and revenue potential for SaaS Agency users.