1.Detects new trial record
Integrate Firebase and Firestore and trial timestamps to start the workflow when a new trial document appears.
Send staged trial onboarding emails to new signups
Automatically monitor new trial records in Firebase and Firestore across your email stack. Create and update trial records and send staged welcome and reminder emailsβso you can enroll users faster, reduce manual follow-up, and keep trials active without manual reporting.
How this automation stages your trial onboarding
When new trial signups appear without onboarding automation, teams risk delayed emails and missed activation moments. This automation triggers on Firebase and Firestore, creates and updates Airtable trial records, and sends timed Microsoft Outlook onboarding emailsβso your team can improve trial engagement.
Firebase / Firestoreor swap with your favorite app
2.Creates trial record
Integrate Airtable and contact mapping tools to create a record and set the initial trial state.
Airtableor swap with your favorite app
3.Sends welcome email
Integrate Microsoft Outlook and email template tools to send the HTML welcome message to the mapped recipient.
Microsoft Outlookor swap with your favorite app
4.Delays for 48 hours
Integrate Delay by Zapier and timing controls to wait 48 hours before follow-up actions run.
Delay by Zapieror swap with your favorite app
5.Finds trial record
Integrate Airtable and record lookup tools to find the trial record by the returned record ID.
6.Filters active trial users
Integrate Filter by Zapier and trial state rules to continue only if the record remains in the configured trial state.
Filter by Zapieror swap with your favorite app
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