Skip to content
Create onboarding record and send welcome messages to new subscribers

Create onboarding record and send welcome messages to new subscribers

New subscriptions sometimes don't create records or send welcome messages, adding manual onboarding steps. It adds a table row and sends welcome SMS or email so subscribers get setup details same day.

Create onboarding record and send welcome messages to new subscribers

Workflow preview:

Zap details:

Create onboarding record and send welcome messages to new subscribers