1.Monitors incoming signup payload
Integrate Webhooks by Zapier and automation triggers to extract signup identifiers and core fields to kick off your welcome flow.
When signup payloads arrive, trial participants can miss onboarding timing and reduce early conversion chances. This automation captures signup fields, sends a welcome email, waits six days, and sends an expiring noticeβso your team keeps users engaged without manual follow-up.
Integrate Webhooks by Zapier and automation triggers to extract signup identifiers and core fields to kick off your welcome flow.
Integrate Microsoft Outlook and email templates to map payload fields and send a trial welcome message to deliver instant onboarding.
Integrate Delay by Zapier and scheduling tools to pause the flow for six days to time the pre-expiry reminder.
Integrate Microsoft Outlook and renewal link content to send the pre-expiry notice with personalized greeting to drive trial renewal action.
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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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