1.Catches payment webhook payload
Integrate Webhooks by Zapier and webhook routing tools to parse incoming fields and trigger enrollment processing.
Update onboarding task and enroll payer after payment webhook
Automatically catch payment webhook payloads across Webhooks by Zapier, Code by Zapier, Google Sheets, Filter by Zapier, Sub-Zap by Zapier, and ClickUp. Create and update enrollments and onboarding tasks when payment webhook received, payment status arrives, or transaction id postsβso you can enroll payers, update task fields, and reduce manual coordination without manual follow-up.
How this automation enrolls payers and updates onboarding
When payment webhooks arrive without verified plan data, enrollment and assignments can lag. This automation parses payloads and enriches enrollments and updates onboarding tasksβso your team can assign coaches faster.
Webhooks by Zapieror swap with your favorite app
2.Parses payment payload
Integrate Code by Zapier and data parsing tools to decode webhook payloads and output payer, amount, date, and status.
Code by Zapieror swap with your favorite app
3.Looks up plan details
Integrate Google Sheets and spreadsheet lookup tools to map product descriptors to plan metadata for enrollment and task fields.
Google Sheetsor swap with your favorite app
4.Stops non qualifying records
Integrate Filter by Zapier and conditional logic tools to continue only when a plan is found and payment status is successful.
Filter by Zapieror swap with your favorite app
5.Creates or updates enrollment
Integrate Sub-Zap by Zapier and contact management tools to create or update contact details and enroll the payer in the course roster.
Sub-Zap by Zapieror swap with your favorite app
6.Updates onboarding task
Integrate ClickUp and project task tools to find or create onboarding tasks and set status, payment fields, and dates.
ClickUpor swap with your favorite app
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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