1.Triggers on new subscription created
Integrate ChargeOver and CRM tools to pull subscription reference and map customer details to contact identifiers.
Add new subscriptions to nurture and notify teams
Automatically monitor new subscription created across ChargeOver, Slack, Kit, and Keap. Create and update when subscription reference arrives, billing cycle is monthly or annual, or contact match fails—so you can alert ops, notify billing, and tag subscribers for the right nurture track without manual onboarding.
How this automation accelerates your subscription onboarding
When new subscriptions are created but teams are not alerted, onboarding delays can break nurture timing and billing reconciliation. This automation monitors subscription creation and routes Slack alerts and Kit tags plus optional Keap grouping—so your team can keep nurture aligned.
ChargeOveror swap with your favorite app
2.Sends ops channel message
Integrate Slack and team messaging tools to send a message to the ops channel with billing cycle and billing address summaries.
Slackor swap with your favorite app
3.Sends billing channel message
Integrate Slack and invoicing workflows to send a billing channel message for invoice reconciliation details.
4.Adds or tags subscriber by billing cycle
Integrate Kit and audience tagging tools to add or tag the subscriber for monthly or annual nurture track routing.
Kitor swap with your favorite app
5.Optionally assigns contact to group or tag
Integrate Keap and CRM tagging tools to assign the contact to the configured group or tag based on purchase context.
Keapor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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