1.Detect new payment
Integrate MoonClerk and billing events to capture each completed payment and trigger subscriber creation for your welcome funnel.
Add new payers to your customer welcome list
Automatically monitor new payments across MoonClerk and Klaviyo. Add subscribers to your customer welcome list, update profile consent and SMS preference, and set segmentation fields so you can scale welcome messaging without manual list updates.
How this automation grows your welcome list
When new payments happen, delayed list updates can break onboarding timing and targeting. This automation captures payment signals and creates or updates subscriber profiles and welcome list entries, and sets consent and SMS preferenceβso your team can onboard new customers immediately.
MoonClerkor swap with your favorite app
2.Find or create subscriber
Integrate Klaviyo and contact mapping tools to find or create a subscriber by payer email and map profile fields.
Klaviyoor swap with your favorite app
3.Add subscriber to list
Integrate Klaviyo and list automation tools to add the subscriber to the configured welcome list and set plan status.
4.Update profile consent
Integrate Klaviyo and consent controls to set consent source and SMS preference based on the payment record.
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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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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