1.Monitors payment approval emails
Integrate Gmail and email matching to detect new payment approval messages and extract relevant headers and body content to create onboarding context.
Create onboarding tasks and tag contacts from payments
Automatically monitor new payment approval emails across Gmail, Formatter by Zapier, Filter by Zapier, Close, and ActiveCampaign. Create and update onboarding records when payment approvals arrive, payer emails match leads, or renewal dates are computedβso you can assign onboarding tasks, enroll contacts, and update lead fields without manual follow-up.
How this automation scales onboarding follow-through
When payment approval emails arrive without a structured workflow, onboarding tasks can stall and lead data can become stale. This automation reads approved payments in Gmail, transforms and filters them, then creates onboarding tasks and enrolls contacts in ActiveCampaignβso your team can act immediately.
Gmailor swap with your favorite app
2.Extracts payer email and dates
Integrate Formatter by Zapier and data transformation tools to extract payer email and compute a one-year renewal end date from the email date to map renewal fields.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying payment approvals
Integrate Filter by Zapier and rules engines to continue only for qualifying payment approval emails to avoid false positives.
Filter by Zapieror swap with your favorite app
4.Creates tasks and updates lead dates
Integrate Close and CRM workflow tools to find leads by email, create onboarding tasks for the assigned owner, and update the lead renewal end date.
Closeor swap with your favorite app
5.Enrolls contacts and applies tags
Integrate ActiveCampaign and marketing automation tools to find contacts, add them to the automation, and add or remove tags as appropriate.
ActiveCampaignor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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