1.Catch Hook purchase payload
Integrate Webhooks by Zapier and event routing tools to receive purchase context and map payload fields to recipient and expiry data.
Send welcome and trial reminder emails to customers
Automatically send welcome and trial reminder emails across Webhooks by Zapier, Filter by Zapier, SendGrid, Formatter by Zapier, and Delay by Zapier. Get instant welcome, qualify purchases, and schedule reminders when purchase event is received, expiration payload captured, or recipient email mappedβso you can onboard faster, reduce churn, and prepare billing without manual follow-up.
How this automation protects your welcome timing
When purchase event payloads arrive, delays can cause welcome messages and billing prep to miss the moment. This automation receives purchase details, filters for eligible recipients, and sends the welcome and trial-expiry reminderβso your team can onboard without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Filter qualifying initial purchases
Integrate Filter by Zapier and region rules to continue only for qualifying initial purchases and recipients with email.
Filter by Zapieror swap with your favorite app
3.Send welcome email
Integrate SendGrid and transactional email templates to send the welcome email with mapped purchase context variables.
SendGridor swap with your favorite app
4.Compute delay-until timestamp
Integrate Formatter by Zapier and date and time tools to transform the expiry field into a delay-until timestamp.
Formatter by Zapieror swap with your favorite app
5.Delay until reminder time
Integrate Delay by Zapier and scheduling tools to hold execution until the computed reminder timestamp.
Delay by Zapieror swap with your favorite app
6.Send trial-expiry reminder
Integrate SendGrid and reminder templates to send the trial-expiry email to the mapped recipient at the right time.
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Step 1
Connect your tools
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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
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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