1.Detect successful payment
Integrate Stripe and onboarding workflow triggers to capture payer details when a payment succeeds, so you can start member onboarding.
Create member record and start welcome journey instantly
Automatically monitor Stripe payments across payment and onboarding tools. Create and update member records, enrich city context, and enroll people in a welcome journey when payment succeeds, when payment amount equals 99, or when a qualifying signup postsβso you can reduce manual onboarding paperwork.
How this automation enrolls your welcome journey on time
When a successful Stripe payment posts at the qualifying amount, onboarding can stall behind manual checks and missed context. This automation looks up past signup signals, creates or updates member records in Airtable, and enrolls people in Customer.io welcome eventsβso your team can act fast.
Stripeor swap with your favorite app
2.Lookup recent signup context
Integrate Google BigQuery and analytics tools to run a matching query by email and phone variants, so you can select the best profile.
Google BigQueryor swap with your favorite app
3.Find or create member record
Integrate Airtable and contact matching tools to find or create a member record and attach city context for onboarding.
Airtableor swap with your favorite app
4.Normalize phone and tags
Integrate Code by Zapier and data formatting tools to normalize phone variants and generate membership tags for downstream steps.
Code by Zapieror swap with your favorite app
5.Create welcome journey event
Integrate Customer.io and event tracking to create or update the person and start the welcome journey using mapped attributes.
Customer.ioor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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