Send onboarding email and notify ops channel immediately
Send onboarding email and notify ops channel immediately
Your new subscriptions often lack immediate onboarding, leaving customers without setup links and CS without context. Deliver the right welcome email and alert CS so customers can book setup same day.
Workflow preview:
Zap details:
Overview
Paid subscriptions should trigger immediate, product-specific onboarding so customers can start using your service without friction. This flow computes ARR, alerts your ops channel, and delivers the correct welcome email within minutes so customers can book setup and CS has the context to act same day.