Kick Off Onboarding in Email When a New Customer Signs Up via Paddle
The moment a new customer appears in Paddle, this starts your onboarding: it sends a warm welcome + first steps — so no new customer is left to figure it out alone.
- 1
Step 1 — Detect the signup
Add the
Paddletrigger for a new customer/subscription, carrying the customer's email and plan. - 2
Step 2 — Standardise the details
Add a
Setnode withemail,nameandplanso the onboarding step is reliable. - 3
Step 3 — Start onboarding in Email
Add an
Email Send/Gmailnode with your welcome sequence's first message and clear first steps.
Frequently asked questions
Can I gate onboarding by plan?
Yes — add an `If`/`Switch` on `plan` after Step 2 so enterprise customers get a white-glove path and self-serve customers get the standard flow.
Combine several actions?
Definitely — a common setup is welcome email + Slack alert + CRM record, all fanned out from the single Paddle trigger.
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