Kick Off Onboarding in Email When a New Customer Signs Up via Shopify

The moment a new customer appears in Shopify, this starts your onboarding: it sends a warm welcome + first steps — so no new customer is left to figure it out alone.

difficulty Intermediatesetup 35 minresult Every new Shopify customer triggers an onboarding kickoff in Email within seconds, improving activation and first impressions.
  1. 1

    Step 1 — Detect the signup

    Add the Shopify trigger for a new customer/subscription, carrying the customer's email and plan.

  2. 2

    Step 2 — Standardise the details

    Add a Set node with email, name and plan so the onboarding step is reliable.

  3. 3

    Step 3 — Start onboarding in Email

    Add an Email Send/Gmail node 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 Shopify trigger.

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