Seamless Invites
Automatically grant course access, send welcome emails, and add buyers to the correct membership plans immediately after purchase.
- Membership Automation
- Member Onboarding
Member Onboarding
Member Onboarding automation connects your storefront, form tools, email platforms, and databases so every new purchaser is smoothly converted into an engaged member. Zapier moves data and triggers actions the moment someone buys, fills out onboarding forms, or completes documents, eliminating manual hand-offs. The result is faster member activation, fewer errors, and a consistently welcoming experience.
Instant Alerts
Notify the right teams the moment a registration or form submission occurs so follow-up is timely and nothing slips through.
Centralized Records
Capture and update member details in your CRM or database in real time to maintain one accurate source of truth.
Featured use cases
Automatically track document completions to update member profiles and onboarding statuses in connected platforms without manual effort.
+ moreAutomatically send personalized welcome emails and resources to new members after onboarding questions are answered, improving engagement and reducing manual tasks.
+ moreAutomatically notify your team of new member sign-ups and form submissions in real time to streamline onboarding and collaboration.
+ moreAutomatically sync new subscriber details into a centralized workspace to streamline onboarding, reduce errors, and save time.
+ moreAutomatically enroll new members into your membership system immediately after purchase to streamline onboarding and reduce manual work.
+ moreAutomatically enroll new members in courses upon trigger events to speed up onboarding and reduce manual work.
+ more