1.Catches onboarding payload
Integrate Webhooks by Zapier and data mapping tools to receive the onboarding payload and parse partner details.
Send staged onboarding emails to new platform partners
Automatically catch incoming partner signup payloads across Webhooks by Zapier and Gmail and Delay by Zapier. Automatically send staged emails when payloads arrive, partners sign up, or referrer addresses appearβso you can send welcome messages, notify referrers, and schedule check-ins without manual follow-up.
How this automation keeps partner onboarding on track
When partner signup payloads land without timely outreach, partners can stall and feedback arrives too late. This automation catches onboarding details and sends welcome messages, notifies referrers, and runs timed check-insβso your team captures early momentum.
Webhooks by Zapieror swap with your favorite app
2.Sends welcome email
Integrate Gmail and email templates to send the welcome message to the partner email you mapped.
Gmailor swap with your favorite app
3.Sends referrer notice email
Integrate Gmail and conditional logic to send a referrer notice when a referrer address exists.
4.Waits 3 days
Integrate Delay by Zapier and scheduling rules to wait 3 days before the first check-in email.
Delay by Zapieror swap with your favorite app
5.Sends 3-day check-in email
Integrate Gmail and onboarding follow-up templates to send the 3-day check-in and capture early feedback.
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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