1.Detect new customer event
Integrate Stripe and customer record systems to identify the new customer and capture the contact details for lookups.
Send trial completion reminder email to recent signups
Automatically monitor new customer events across Stripe and Gmail. Get reminder emails when new signups create accounts but have no active subscriptionβso you can check subscriptions, send the right message, and route replies without manual follow-up.
How this automation protects trial follow-ups
When new customer events happen but subscriptions do not activate, delays can hurt onboarding momentum. This automation delays outreach, finds and filters for no active subscription, and sends a trial completion reminderβso your team can prevent missed follow-ups.
Stripeor swap with your favorite app
2.Wait 3 hours before outreach
Integrate Delay by Zapier and scheduling tools to pause the flow for 3 hours before sending the reminder email.
Delay by Zapieror swap with your favorite app
3.Find active subscription
Integrate Stripe and subscription search tools to look up active subscriptions using the captured customer identifier.
4.Check for no active subscription
Integrate Filter by Zapier and rule logic to continue only when no active subscription is found for the signup.
Filter by Zapieror swap with your favorite app
5.Send trial reminder email
Integrate Gmail and email support tooling to send the reminder with a monitored reply-to address for operations.
Gmailor swap with your favorite app
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Add closed-won clients to community and send welcome email
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Add completed checkouts to onboarding roster and email
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Add course form entrants to CRM and workflows
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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.
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