1.Monitors new payment events
Integrate Stripe, payment triggers, and customer data to trigger onboarding when a new payment succeeds
Send welcome email and update onboarding records for paid customers
Automatically monitor new payment events across Stripe, Google Docs, Airtable, and Gmail. Create and update onboarding records when payment succeeds, customer emails match, or Terms documents are foundβso you can update onboarding fields, attach Terms, and send welcome emails without manual onboarding follow-up.
How this automation accelerates your onboarding follow-up
When payment success happens but onboarding details stay scattered, admissions can miss the right next step. This automation watches New Payment events, finds or updates customer records, attaches Terms, and sends welcome emailsβso your team can onboard paid customers fast.
Stripeor swap with your favorite app
2.Finds customer by email
Integrate Stripe (Legacy), email matching, and CRM lookup tools to find a customer record or return a minimal payload
Stripe (Legacy)or swap with your favorite app
3.Locates Terms document
Integrate Google Docs, document search, and file attachments to find the Terms of Service PDF or link for upload
Google Docsor swap with your favorite app
4.Finds or updates onboarding record
Integrate Airtable, record lookups, and onboarding fields to create or update the onboarding status and attach the Terms link
Airtableor swap with your favorite app
5.Sends welcome email
Integrate Gmail, email templates, and document attachments to send a personalized welcome message with the Terms PDF
Gmailor swap with your favorite app
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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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