1.Detect new customer subscription event
Integrate Stripe and customer data to detect subscription starts and route downstream onboarding actions.
Create onboarding records and notify staff for new subscriptions
Automatically monitor new customer subscription events across Stripe, Everfit, Zapier Tables, Google Sheets, and Gmail. Create and update when subscriptions start, plans upgrade, or billing periods beginβso you can create subscription records, queue onboarding tasks, and send staff notifications and customer emails without manual coordination.
How this automation accelerates your onboarding follow-up
When new subscriptions start, delays can disrupt onboarding and create avoidable support workload. This automation looks up clients, creates or updates subscription records and tasks, and sends internal and customer notificationsβso your team can respond fast.
Stripeor swap with your favorite app
2.Search client by email
Integrate Everfit and client CRM records to look up a client by Stripe email and return client ID.
Everfitor swap with your favorite app
3.Find or create subscription record
Integrate Zapier Tables and record management to match by subscription reference and update status and period end.
Zapier Tablesor swap with your favorite app
4.Add onboarding task row
Integrate Google Sheets and task trackers to create an onboarding task row with status and a record link.
Google Sheetsor swap with your favorite app
5.Send notifications to staff and customer
Integrate Gmail and email templates to send coordinators an internal alert and a customer onboarding confirmation.
Gmailor 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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