1.Detect new customer subscription
Integrate Stripe and subscription tracking to capture new subscription details for upgrade outreach.
Send upgrade offer to new subscribers after 12 days
Automatically monitor new customer subscription events across Stripe and SendGrid. Automatically create and update upgrade messaging when new subscriptions activates or trial customers enroll or product identifiers matchβso you can filter qualifying subscribers, wait 12 days, and send upgrade emails without manual targeting.
How this automation sends upgrade offers at the right moment
When new subscribers arrive but outreach is handled later, upgrades can miss the engagement window. This automation captures subscription details, filters for qualifying products, waits 12 days, and sends an upgrade emailβso your team improves conversions without extra follow-up work.
Stripeor swap with your favorite app
2.Filter qualifying subscriptions
Integrate Filter by Zapier and product identifiers to continue only for configured qualifying records.
Filter by Zapieror swap with your favorite app
3.Delay 12 days before emailing
Integrate Delay by Zapier and timing rules to wait 12 days before sending the upgrade offer.
Delay by Zapieror swap with your favorite app
4.Send upgrade email
Integrate SendGrid and email templates to send the upgrade and referral message to the subscriber.
SendGridor swap with your favorite app
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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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