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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Failed payments can kill customer relationships fast. But NetSuite doesn’t automatically notify your marketing team when payment statuses change, leaving you scrambling to catch churning customers after it’s too late.
Here’s how to set up automated email campaigns that trigger the moment a payment fails in NetSuite .
Monitor payment failures automatically using Coefficient
Coefficient eliminates the need for complex SuiteScript development by providing a no-code solution that continuously monitors payment status changes. You can set up near real-time monitoring without any custom development work.
How to make it work
Step 1. Import payment transaction records from NetSuite.
Use Coefficient’s Records & Lists import to pull Transaction records. Focus on payment-related fields including payment status, payment method, and customer information. This gives you a complete view of all payment activity.
Step 2. Set up automated hourly monitoring.
Configure Coefficient’s automated refresh feature to run every hour. This creates near real-time monitoring of payment status changes without the complexity of webhooks. Your data stays current throughout the day.
Step 3. Filter for failed payments only.
Apply Coefficient’s filtering capabilities with AND/OR logic to isolate failed payments. Filter on payment status fields equal to “Failed” or “Declined” to focus only on the payments that need immediate attention.
Step 4. Create conditional alerts for new failures.
Use spreadsheet conditional formatting and formulas to identify new failed payments since the last refresh. Set up formulas that compare current data with previous imports to catch only the fresh failures.
Step 5. Connect to your marketing automation platform.
Integrate your spreadsheet with marketing automation platforms like Zapier or Make.com. When new failed payments appear, these tools can automatically trigger your email campaigns with the right customer data.
Step 6. Enrich with customer context.
Import related Customer records to gather email addresses, customer segments, and historical payment data. This lets you personalize your churn prevention campaigns based on customer value and payment history.
Start preventing churn before it happens
This approach gives you reliable payment failure monitoring without custom development work. The 7-day re-authentication keeps your data secure while maintaining automated workflows. Get started with Coefficient today.
