1.Catch Hook and extract payload
Integrate Webhooks by Zapier and web request parsing to extract signup email and magic-link parameters for sending.
Send welcome and trial reminder emails to trialers
Automatically capture trial signup payloads across Webhooks by Zapier and Zapier Tables. Send welcome and trial reminders automatically when signup payloads include an email, magic link tokens are detected, or delay window opensβso you can create tracking records, deliver welcome emails, and follow up on time without manual follow-up.
How this automation sends welcome and trial reminders
When trial signups arrive without consistent timing, welcome and trial nudges get missed and churn increases. This automation catches signup payloads, finds or creates tracking records, sends a magic-link welcome, waits, and sends a trial reminderβso your team follows up on time.
Webhooks by Zapieror swap with your favorite app
2.Find or create trialer record
Integrate Zapier Tables and database lookup to match by email and create a record when missing.
Zapier Tablesor swap with your favorite app
3.Send magic-link welcome email
Integrate Amazon SES and email templates to send the HTML welcome with the constructed magic link.
Amazon SESor swap with your favorite app
4.Delay four days before follow-up
Integrate Delay by Zapier and scheduling logic to pause the workflow before the trial reminder step.
Delay by Zapieror swap with your favorite app
5.Send trial reminder email
Integrate Amazon SES and email templates to send the HTML reminder with the same activation magic link.
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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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