1.Detect form submission
Integrate Typeform and form data capture tools to detect new entry submissions and start the eligibility check for paying signups.
Add paying form signups to your client roster
Automatically detect new form submissions across Typeform and Stripe. Automatically create and update client enrollments when subscription status is active or trialing—so you can start onboarding, validate eligibility, and keep your roster current without manual verification.
How this automation enrolls your paying signups
When new form submissions arrive, unverified signups can delay onboarding and strain account management. This automation checks Stripe customer and subscription status, filters for active or trialing, and creates or updates client records in ABC Trainerize so your team can launch onboarding immediately.
Typeformor swap with your favorite app
2.Find customer by email
Integrate Stripe and billing data lookup to find a matching customer record by mapping the form email.
Stripeor swap with your favorite app
3.Find subscription by customer ID
Integrate Stripe and subscription records to retrieve subscription status by using the returned customer id.
4.Continue only for active or trialing
Integrate Zapier filters and status rules to continue only when subscription status indicates active or trialing.
Filter by Zapieror swap with your favorite app
5.Create or update client
Integrate ABC Trainerize and client roster updates to enroll the client into the configured program and set start date.
ABC Trainerizeor swap with your favorite app
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Add new paid customers to success list and CRM
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Assign account manager to new incoming user records
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Create account records from won orgs for faster onboarding
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Log campaign form submissions into customer records today
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Log purchases and update customer profiles for success
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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