1.Detect invoice creation
Integrate Plug&Pay, billing event tracking tools, and invoice metadata handling to detect invoice creation events for tagging
Add new purchase customers to evergreen nurture tag
Automatically monitor invoice created events across Plug&Pay and Kit. Create and update when qualifying invoices arrive, evergreen tag is missing, or sequence enrollment is neededβso you can apply evergreen tags, enroll subscribers in nurture, and reduce manual tagging and enrollment without manual tagging and enrollment.
How this automation protects your evergreen nurture
When qualifying invoices arrive but tags stay manual, evergreen campaigns stall. This automation filters invoices, adds the evergreen tag, and enrolls the subscriber in the nurture sequenceβso your team can scale onboarding follow-up automatically.
Plug&Payor swap with your favorite app
2.Filters qualifying invoices
Integrate Filter by Zapier and workflow routing rules to continue only for configured product invoices and non recurring flags
Filter by Zapieror swap with your favorite app
3.Adds evergreen tag
Integrate Kit and subscriber profile tools to add the evergreen tag using the mapped billing contact email
Kitor swap with your favorite app
4.Adds to nurture sequence
Integrate Kit and sequence enrollment tools to optionally add tagged subscribers when they are not yet enrolled
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