1.Detect new customer subscription
Integrate Stripe and onboarding tools to route subscription customer IDs to lookup keys for downstream searches.
Create onboarding and ads tasks from new subscription
Automatically monitor New customer subscription events across Stripe, HubSpot, Zapier Tables, and Asana. Create and update when subscription starts, subscription begins, or a new customer subscription is createdβso you can create onboarding tasks, set up ads tasks, and schedule check-ins without manual follow-up.
How this automation accelerates onboarding and ads setup
When new subscriptions land without a ready task plan, onboarding stalls and ad setup slips. This automation maps Stripe customers to HubSpot records, then creates onboarding tasks and staggered check-ins in Asanaβso your team acts immediately.
Stripeor swap with your favorite app
2.Find company record
Integrate HubSpot and CRM lookups to find a company by subscription customer ID and map context fields.
HubSpotor swap with your favorite app
3.Find primary contact
Integrate HubSpot and contact databases to locate the primary contact and map a reference for assignment.
4.Lookup staff owner record
Integrate Zapier Tables and staff directories to look up the right owner and map an assignee id.
Zapier Tablesor swap with your favorite app
5.Create onboarding and ads tasks
Integrate Asana and task management to create initial onboarding and Google Ads setup tasks with contact context.
Asanaor swap with your favorite app
6.Wait seven days for check-in
Integrate Delay by Zapier and scheduling logic to pause execution until the first staggered check-in window.
Delay by Zapieror swap with your favorite app
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Explore all onboarding workflow management automations
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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