1.Detect new subscription
Integrate Chargebee and billing automation tools to trigger when a new subscription starts for course onboarding.
Create course access and welcome email for subscribers
Automatically monitor new subscription events across Chargebee, Intercom, Pathwright, and Campaign Monitor. Create and update when subscription starts, plan qualifies, or welcome send is neededβso you can register learners, personalize outreach, and deliver welcome emails without manual follow-up emails.
How this automation sends welcome access faster
When new subscriptions land without the right gating, welcome access can arrive late and onboarding messaging can miss the moment of intent. This automation filters qualifying plans, updates user profiles, creates course registration invitations, and sends smart welcome emailsβso your team can scale enrollment without manual follow-up.
Chargebeeor swap with your favorite app
2.Filter by configured plan
Integrate Filter by Zapier and billing rules to gate flow by your configured subscription plans and learning path.
Filter by Zapieror swap with your favorite app
3.Find or update user
Integrate Intercom and user profile enrichment tools to map emails and names, then set learning path attributes.
Intercomor swap with your favorite app
4.Create registration invitation
Integrate Pathwright and invitation workflows to create a registration invitation and deliver it based on your preference.
Pathwrightor swap with your favorite app
5.Send welcome email
Integrate Campaign Monitor and email list management to send a smart transactional welcome email and add recipients.
Campaign Monitoror swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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