Add new paid subscriber to client contact list
Add new paid subscriber to client contact list
Your subscription payments often arrive without matching client records, delaying onboarding and billing for your wellness programs. New paid subscribers are added to contacts for same-day onboarding.
Workflow preview:
Zap details:
Overview
When payments land outside your contact system, onboarding stalls and billing requires manual reconciliation. This workflow captures successful subscription payments and immediately creates or updates subscriber contacts so your coordinators can start onboarding the same day and keep billing accurate.