Skip to main content

Customer Created Trigger

The Customer Created trigger starts a workflow when a new customer is added to your CaptainBook system.

Jerome Bajou avatar
Written by Jerome Bajou
Updated this week

Overview

The Customer Created trigger starts a workflow when a new customer is added to your CaptainBook system.

When It Triggers

  • A new customer record is created

  • Customer information is first entered into the system

  • Works for all customer creation methods (manual entry, API, import, etc.)

Use Cases

  • Send welcome emails

  • Add customers to mailing lists

  • Create onboarding tasks

  • Sync to CRM systems

  • Send welcome offers or discounts

  • Assign customer tags or segments

  • Notify sales team

  • Set up customer preferences

Configuration

This trigger requires no additional configuration. It automatically triggers when any customer is created.

Available Data

When this trigger fires, it provides a customer object with comprehensive customer information.

Customer Object Structure

Contact Information

  • name - Customer name

  • email - Primary email address

  • secondary_email - Secondary email address

  • phone - Phone number

  • country - Country code

Address Information

  • address - Street address

  • city - City

  • region - State/region

  • zip_code - Postal/ZIP code

Payment Information

  • stripe_id - Stripe customer ID

  • pm_id - Payment method ID

  • pm_type - Payment method type

  • pm_last4 - Last 4 digits of payment method

  • pm_expires_at - Payment method expiration date

Preferences

  • locales - Preferred languages/locales

Timestamps

  • created_at - Customer creation date

  • updated_at - Last update date

Accessing Customer Data

{customer.name} 
{customer.email} 
{customer.phone} 
{customer.country}

Example Workflows

1. Welcome Email

Workflow Steps:

  1. Trigger: Customer Created

  2. Action: Send Notification

    • To: {customer.email}

    • Subject: "Welcome onboard!"

    • Body: Welcome message with onboarding information

2. Add to CRM

Workflow Steps:

  1. Trigger: Customer Created

  2. Action: Send Webhook

    • URL: CRM system endpoint

    • Payload: Customer data

3. Welcome Offer

Workflow Steps:

  1. Trigger: Customer Created

  2. Action: Delay (1 hour)

  3. Action: Send Notification

    • Subject: "Special Welcome Offer"

    • Body: Include discount code

4. Onboarding Sequence

Workflow Steps:

  1. Trigger: Customer Created

  2. Action: Send Notification (Welcome email)

  3. Action: Delay (1 day)

  4. Action: Send Notification (Getting started guide)

  5. Action: Delay (3 days)

  6. Action: Send Notification (First booking offer)

5. Team Notification

Workflow Steps:

  1. Trigger: Customer Created

  2. Condition: If {customer.country} equals specific country

  3. Action (True): Send Notification to regional sales team

Testing

When testing this trigger:

  1. Select a customer from your system

  2. The workflow will use that customer's data

  3. Review execution logs to see customer information

Test Data

The trigger provides access to the last 20 customers (excluding default/placeholder customers) for testing.

Best Practices

  1. Verify email - Check that customer email exists before sending

  2. Respect preferences - Check locale/language preferences

  3. Avoid spam - Use delays to space out welcome communications

  4. Personalize - Use customer name and other details

  5. Track source - Log where customers came from if available

  6. Handle duplicates - Consider checking for existing customers

Related Documentation

Related Articles
Get Customer Action
Booking Cancelled Trigger
Booking Changed Trigger
Booking Confirmed Trigger
Documents Signed Complete Trigger
Did this answer your question?