1.Receives payment event payload
Integrate Webhooks by Zapier and mapping tools to parse the payment payload to course or membership flow inputs.
Grant access and log subscription payment in CRM
Automatically catch subscription payment events across Webhooks by Zapier, Close, and Memberspot. Send success emails, grant access, and log revenueβso you can reduce reconciliation work, prevent access gaps, and avoid manual reporting.
How this automation tracks payments and grants access
When payment events arrive but updates stay scattered, revenue reporting and access delivery slow down. This automation catches payment payloads, updates CRM records, grants membership access, updates membership data, and sends the right customer emailβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates the lead
Integrate Close and CRM import tools to search by buyer email and create a lead when no match exists.
Closeor swap with your favorite app
3.Routes on payment outcome
Integrate Paths by Zapier to continue success, failed, and cancellation events through separate downstream paths.
Paths by Zapieror swap with your favorite app
4.Computes success grant value
Integrate Formatter by Zapier to compute opportunity value and derive grant timestamp from order details.
Formatter by Zapieror swap with your favorite app
5.Creates activity and opportunity
Integrate Close and CRM records to create a custom activity and new opportunity linked to the payment.
6.Grants course or membership access
Integrate Memberspot and access provisioning tools to grant access using buyer details and offer id.
Memberspotor swap with your favorite app
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Step 1
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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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