1.Detect new customer
Integrate Stripe, payment systems, and customer records to detect new customers and trigger onboarding.
Create site account and send welcome email to buyers
Automatically monitor new customer events across Stripe and onboarding apps. Create site accounts, email temporary credentials, and submit newsletter opt-ins when new customer signs up, payments succeed, or subscriptions activateβso you can onboard buyers fast and avoid manual onboarding.
How this automation accelerates buyer access
When new Stripe customers appear, delays can slow buyer access and stall onboarding. This automation searches WordPress users, creates accounts, emails credentials, and submits opt-insβso your team can welcome buyers instantly.
Stripeor swap with your favorite app
2.Search user by email
Integrate WordPress and user directory tools to search by customer email and continue only for new accounts.
WordPressor swap with your favorite app
3.Create user account
Integrate WordPress and account management tools to create subscriber accounts with email based temporary credentials.
4.Send welcome message
Integrate Gmail and templated messaging tools to email temporary credentials with the configured sender and subject.
Gmailor swap with your favorite app
5.Create form submission
Integrate Kajabi and newsletter form tools to submit an opt in so buyers receive immediate access.
Kajabior 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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