Auto-onboard ThriveCart buyers into the right Circle group

By General Input

Every ThriveCart purchase invites the buyer into Circle, drops them in the right access group based on what they bought, and drafts a personal welcome in Gmail.

Integrations

  • ThriveCart
  • Circle
  • Gmail

Type

Agentic Task

Categories

  • Operations
  • Marketing

Build me an agent workflow that auto-onboards new ThriveCart buyers into my Circle community and drafts a personal welcome email in Gmail. The whole thing should run end-to-end every time someone completes a purchase.

Trigger: a ThriveCart webhook on order.success events. On install, use the ThriveCart Create Event Subscription operation to register the workflow's webhook URL for order.success so I do not have to set up the subscription by hand. The buyer's name, email, and purchased product details come in on the incoming payload.

Steps the agent should take for each successful order:

1. Parse the webhook payload to identify the buyer (name, email) and the product they bought (product id, product name).

2. Use a configurable product-to-access-group mapping the user provides at setup. The mapping should be a simple list of entries like: { product_id, product_name, circle_access_group_id, circle_access_group_name, welcome_space_name, welcome_space_url }. Bundle buyers and course-only buyers should be able to land in different access groups.

3. Before inviting, check whether the buyer already exists in Circle by calling Circle List Community Members with the buyer's email as the search filter. If a member with that email already exists, pause the run and surface a clear message asking me whether to add the existing member to the new access group or skip. Do not silently re-invite, because that creates duplicate noise.

4. If the buyer is new, call Circle Create Community Member to invite them by email and name.

5. Call Circle Add Member to Access Group with the buyer's email and the access group id from the mapping for the product they bought.

6. Draft a personalized welcome email using Gmail Create a Draft, addressed to the buyer. The body should: greet them by first name, name the specific course or bundle they purchased, link to the matching Circle space from the mapping, and list three concrete onboarding next steps (for example: complete your member profile, introduce yourself in the welcome space, open lesson one). Tone should be warm and human, not templated.

7. Leave the email as a draft rather than sending. I want to glance at the first few before they go out.

Use agent judgement for two things specifically: matching the product to the right access group when the product name does not exactly equal a mapping key (close-match handling, with a pause-for-review if confidence is low), and writing the welcome copy itself so it feels personal to the course they bought rather than a generic template.

Integrations: ThriveCart (trigger + Create Event Subscription on install), Circle (List Community Members, Create Community Member, Add Member to Access Group), Gmail (Create a Draft).

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