1.Monitor new customer subscription
Integrate Stripe and subscription events to watch for new customer subscriptions.
Create member record and portal access for new subscribers
Automatically watch new customer subscription events across Stripe and membership onboarding tools. Provision portal access via magic links and create or update member records when subscriptions start, activate, or paid plans are purchasedβso you can complete welcome steps faster without manual signup setup.
How this automation provisions portal access for new members
When new subscriptions are purchased, onboarding can stall without member records and sign in access. This automation filters plan IDs, creates and updates member records, and provisions Softr portal usersβso you can complete welcome steps faster.
Stripeor swap with your favorite app
2.Continue for allowed product IDs
Integrate Filter by Zapier and subscription payload rules to continue only for configured membership product IDs.
Filter by Zapieror swap with your favorite app
3.Find member by email and update
Integrate Airtable and member databases to find a record by email and update membership fee and tier fields.
Airtableor swap with your favorite app
4.Create or update member record
Integrate Airtable and contact fields to create or update membership status, start date, and onboarding source mappings.
5.Create portal user with magic link
Integrate Softr and access provisioning tools to create a user and enable magic link sign in.
Softror 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
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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
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