1.Monitors checkout session completed
Integrate Stripe and payment checkout data to capture payer email and product reference for paid checkout events.
When checkout completion happens without a timely welcome, enrollees can miss key next steps. This automation uses Stripe data to find the correct program in Airtable, then sends Gmail onboarding and updates enrollment records so your team can confirm onboarding coverage fast.
Integrate Stripe and payment checkout data to capture payer email and product reference for paid checkout events.
Integrate Airtable and database lookup tables to find the matching program and routing fields by product reference.
Integrate Zapier filters and enrollment criteria to continue only when payment status is paid and the lookup is valid.
Integrate Gmail and email templates to send the welcome message with the enrollment link to the payer and optional secondary recipient.
Integrate Airtable and record tracking to update or create an onboarding note marking the welcome email as sent with checkout reference.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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