1.Monitors new subscription event
Integrate Pushpress, CRM tools, and event tracking tools to watch for new subscription events and trigger downstream processing.
Create member record and log new subscription event
Automatically monitor new subscription events across Pushpress and CRM plus reporting sheets. Create and update member records and append subscription rows when qualifying subscriptions startβso you can automate billing tracking, keep contact data current, and avoid manual reconciliation.
How this automation logs subscription events and updates members
When new subscription events hit your stack, delays can break billing and reporting. This automation calculates recurring payment amounts, upserts member records, and records every processed subscription in Google Sheetsβso your team can reconcile faster.
Pushpressor swap with your favorite app
2.Calculates recurring payment amount
Integrate Formatter by Zapier, mapping fields, and math operations to calculate recurring payment amount and prepare it for filtering.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying subscription records
Integrate Filter by Zapier, data qualifiers, and plan rules to continue only for qualifying records based on the computed amount.
Filter by Zapieror swap with your favorite app
4.Adds or updates contact
Integrate LeadConnector, CRM contact matching, and tagging tools to add or update member contact fields and flags.
LeadConnectoror swap with your favorite app
5.Creates spreadsheet row for subscription
Integrate Google Sheets, reporting tables, and reconciliation workflows to create a row for each processed subscription event.
Google Sheetsor swap with your favorite app
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Add new membership signups to monthly and annual lists
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Explore all subscription & membership management automations
Simplify recurring revenue operations with automated renewal tracking, access updates, and failed payment alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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