1.Monitors client updates
Integrate BrightManager and CRM tools to read updated limited company records and pull primary contact details to start onboarding matching.
Add updated limited company contacts to onboarding list
Automatically detect limited company client updates across BrightManager and routing into Zapier Tables and Klaviyo. Create and update onboarding subscribers when matching emails are missing, legal forms qualify, and client status is activeβso you can prevent duplicate cleanup, speed welcome starts, and keep onboarding lists current without manual list work.
How this automation accelerates your onboarding subscribers
When BrightManager client updates go unreviewed, onboarding lists fall out of date and welcome sequences start late. This automation finds existing onboarding contacts, filters by legal form and active status, and adds new Klaviyo subscribersβso your team launches onboarding without manual list work.
BrightManageror swap with your favorite app
2.Finds onboarding table record
Integrate Zapier Tables and database tools to look up the onboarding table by mapped email and confirm whether a contact exists.
Zapier Tablesor swap with your favorite app
3.Filters for qualifying matches
Integrate Filter by Zapier and contact validation rules to continue only for qualifying legal forms, active clients, and no matching record.
Filter by Zapieror swap with your favorite app
4.Adds subscriber to onboarding list
Integrate Klaviyo and email marketing tools to add the primary contact to the specified onboarding list and map phone and identity fields.
Klaviyoor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: OnceHub, Filter by Zapier, ActiveCampaignSwap with your favorite apps.
Add 10-minute booking contacts to nurturing email list
Your 10-minute bookings often miss the marketing list, delaying pre-meeting outreach and lowering show rates. Contacts are added to your nurture list automatically so outreach can start same day.
- Apps: Fillout Forms, Filter by Zapier, MailchimpSwap with your favorite apps.
Add 1-1 call requesters to event mailing list
Your event signups lacking call-intent tags leave sales reps without prioritized outreach context. Add and tag those requesters automatically so sales can start personalized outreach same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Mailchimp, Email by ZapierSwap with your favorite apps.
Add 1-hour trial bookings to marketing list and send alerts
Your 1-hour trial bookings don't reach your contact list, causing missed confirmations and disjointed nurture. Add bookings to your marketing list and notify coordinators so outreach starts same day.
- Apps: 17hats, Filter by Zapier, DripSwap with your favorite apps.
Add 1-on-1 booked contacts to segmented email subscribers
Booked client changes in your CRM don't reach email lists, delaying welcomes and onboarding. Ensure those contacts join your marketing subscribers within minutes for same-day onboarding.
- Apps: Acuity Scheduling, Formatter by Zapier, Flodesk, GmailSwap with your favorite apps.
Add 24-hour booking attendees to your marketing list
You miss reminders when upcoming bookings aren't added to your email list, causing follow-ups to lag. It aligns subscriber segments so reminders send 24 hours before appointments.
- Apps: Stripe, Filter by Zapier, ActiveCampaignSwap with your favorite apps.
Add $29 purchasers to onboarding email list immediately
Your paid $29 orders from advisor campaigns miss onboarding lists, causing missed welcome emails and extra manual work. Enrolls them into nurture flows so they receive welcome messaging same day.
- Apps: Pendo, HubSpotSwap with your favorite apps.
Add 60-day product adopters to nurture list for campaigns
Your 60-day product adopters aren't tagged in CRM, so campaign managers lack adoption context. Add them to a nurture list so managers can run targeted re-engagement the same day.
- Apps: Schedule by Zapier, Google Sheets, Looping by Zapier, Formatter by Zapier, Filter by Zapier, MailchimpSwap with your favorite apps.
Add 90-day inactive customers to reengagement email list
Your customer sheet lacks a 90βday inactivity flag, leaving eligible contacts unsegmented. Add them to a reengagement segment and update the sheet so campaigns can launch same day.
- Apps: Email by Zapier, Filter by Zapier, SendySwap with your favorite apps.
Add abandoned cart email senders to nurture list quickly
Your abandoned cart emails contain shopper addresses, but untracked entries delay follow-up. Add those contacts to a recovery list so campaign managers can start outreach same day.
- Apps: Webhooks by Zapier, Formatter by ZapierSwap with your favorite apps.
Add abandoned cart leads to configured marketing list
Your abandoned cart submissions arrive uncaptured, leaving campaign managers without purchase intent data. They are added to your configured marketing list for fast segmentation and outreach within minutes.
- Apps: SamCart, Filter by Zapier, FlodeskSwap with your favorite apps.
Add abandoned cart prospects to email nurture segment
Your checkout abandonment prospects go unsegmented, leaving campaign managers without a ready audience for cart recovery. Add them to a targeted email segment so outreach can start same day.
- Apps: SamCart, FlodeskSwap with your favorite apps.
Add abandoned-cart prospects to your email segment instantly
Your abandoned-cart prospects aren't added to email lists, so near-complete orders go cold. Add them to a recovery segment to re-engage buyers and recover sales same day.
- View all
Explore all email list management automations
Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.