1.Receives milestone payloads
Integrate Webhooks by Zapier, and routing tools to capture milestone inputs and map recipient details to outreach signals.
Send scheduled member check‑ins via community DM and email
Automatically capture milestone-triggered check-in events across Webhooks by Zapier and Circle. Send DM and email when member tier or company status matches — so you can gather feedback, surface renewal cues, and personalize outreach without manual reporting.
How this automation delivers check-ins at the right moment
When milestone payloads arrive but teams still have to piece together outreach, check-in timing slips and renewal cues get missed. This automation receives milestone data, finds matching members, branches by tier and status, and sends community DMs and personalized emails—so your team can capture feedback without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Finds members by email
Integrate Circle and community records to search the community by email and retrieve member profile fields for personalization.
Circleor swap with your favorite app
3.Branches by tier and status
Integrate Paths by Zapier and business rules tools to branch by milestone tier and company or individual member eligibility.
Paths by Zapieror swap with your favorite app
4.Sends community DM check-ins
Integrate Circle and community messaging tools to send a community message with member greetings and the right survey note.
5.Sends personalized email check-ins
Integrate Gmail and email templates tools to send personalized emails with mapped subject, body, and optional labels.
Gmailor swap with your favorite app
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