1.Monitors new subscription event
Integrate Recharge, subscription tracking tools, and customer data systems to detect a new subscription and start client onboarding.
Assign new subscribers to onboarding flow and notify team
Automatically monitor new subscription events across Recharge, Everfit, and Slack. Create and update when configured variants match, clients are missing, or archived clients reactivateβso you can enroll clients, assign onboarding flows, and notify failures without manual triage.
How this automation assigns onboarding flow and reduces failures
When new subscription events happen, onboarding starts can stall and customer records stay incomplete. This automation filters variants, matches or reactivates clients, enrolls them in onboarding, and alerts your ops teamβso you can scale welcome moments with less follow-up.
Rechargeor swap with your favorite app
2.Checks configured variants
Integrate Filter by Zapier and subscription filtering to evaluate product variants and continue only for configured matches.
Filter by Zapieror swap with your favorite app
3.Finds client by email
Integrate Everfit and customer matching tools to look up existing clients by email and return the client ID.
Everfitor swap with your favorite app
4.Invites or creates client
Integrate Everfit and welcome email flows to invite a new client when no match exists and capture the client ID.
5.Reactivates and enrolls client
Integrate Everfit and onboarding flow routing to reactivate archived clients and assign the client to the onboarding flow.
6.Posts failure alert
Integrate Slack and ops notification channels to post an alert when any step cannot complete, including the failure reason.
Slackor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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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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