1.Monitors new subscription
Integrate Stripe and subscription events to detect new subscriber arrivals and start onboarding.
Create welcome tasks and contacts for new subscribers
Automatically monitor new subscription events across Stripe and your onboarding stack. Create welcome tasks and contacts when payments postβso you can enroll members, add them to groups, and send welcome email and SMS without manual onboarding follow-up.
How this automation accelerates subscriber onboarding
When new paid subscribers arrive, delays can stall onboarding and cause missed welcome outreach. This automation monitors new subscription events and uses Zap steps to create contacts, enroll groups, create onboarding tasks, and send email and SMSβso your team can onboard faster.
Stripeor swap with your favorite app
2.Splits subscriber name
Integrate Formatter by Zapier and data parsing tools to split the subscriber name and map first and last name.
Formatter by Zapieror swap with your favorite app
3.Searches or creates lead
Integrate Kartra and CRM matching tools to search by email or create a lead with membership tag.
Kartraor swap with your favorite app
4.Adds subscriber to groups
Integrate Google Groups and group delivery settings to add the subscriber email to configured membership groups.
Google Groupsor swap with your favorite app
5.Creates onboarding task
Integrate monday.com and project task tools to create a new onboarding item and set its due date.
monday.comor swap with your favorite app
6.Sends welcome email
Integrate ActiveCampaign Postmark and templated messaging to send a welcome email to the mapped lead.
ActiveCampaign Postmarkor 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
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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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