1.Monitor new payment events
Integrate Stripe and payment tracking tools to watch for new payment checkout events to capture qualifying purchasers.
Add purchasers to welcome and nurture list after purchase
Automatically filter qualifying checkout payments across Stripe, Filter by Zapier, Formatter by Zapier, and Klaviyo. Create and update welcome list subscribers when payments complete, refunds are absent, or billing metadata qualifiesβso you can create profiles, personalize names, and add purchasers to onboarding without manual onboarding setup.
How this automation adds purchasers to your welcome and nurture list
When new checkout payments arrive, unqualified or refunded transactions can clutter your lists and delay onboarding. This automation filters qualifying payments, formats subscriber details, and upserts subscribers into your configured welcome listβso your team can scale onboarding without manual cleanup.
Stripeor swap with your favorite app
2.Continue only for qualifying purchases
Integrate Filter by Zapier and automation rules to verify qualifying payment metadata to ignore non-relevant payments.
Filter by Zapieror swap with your favorite app
3.Split billing name into first and last
Integrate Formatter by Zapier and data formatting tools to split billing name fields to map first and last name.
Formatter by Zapieror swap with your favorite app
4.Find or create subscriber and add to list
Integrate Klaviyo and email list management to find or create a subscriber and add them to the welcome list.
Klaviyoor swap with your favorite app
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Explore all email list management automations
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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