1.Detect new customer subscriptions
Integrate Stripe and analytics tools to map subscriber details for onboarding triggers.
Grant community access and member role after subscription
Automatically monitor new customer subscriptions across Stripe and onboarding tools. Create and update community access, chat roles, and onboarding tags when subscription starts, trial begins, or plan qualifiesβso you can reduce manual role assignment and onboarding follow-up.
How this automation grants community access
When new customer subscriptions happen, unqualified or missing profiles can block onboarding and delay community engagement. This automation filters plans, finds member records, and grants access while updating chat roles and onboarding tagsβso your team can onboard faster.
Stripeor swap with your favorite app
2.Filter qualifying subscription plans
Integrate Filter by Zapier and plan rules to continue only for qualified community plans or trial offers.
Filter by Zapieror swap with your favorite app
3.Find or create member record
Integrate Zapier Tables and database tools to search by customer email and retrieve chat user id.
Zapier Tablesor swap with your favorite app
4.Grant access to community offer
Integrate Kajabi and email delivery tools to grant the configured offer and send the offer-grant email.
Kajabior swap with your favorite app
5.Add the configured member role
Integrate Discord and chat automation tools to add a role when a chat user id exists in your table.
Discordor swap with your favorite app
6.Add the onboarding purchase tag
Integrate Kit and tagging tools to add the configured purchase or onboarding tag using subscriber email.
Kitor 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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