Trial user onboarding & milestone activation
Detect when SaaS trial users complete or miss core product activation milestones, delivering tailored guidance to convert them into paying accounts.
When this automation fires
Webhook / Event Definition
PostHog event: workspace_created or milestone_delayed_72h Step-by-step pipeline sequence
PostHog CDP fires webhook into Make when user creates their first project
Make checks if user invited a team member within 48 hours of signup
ActiveCampaign triggers automated drip email with a personalized Loom walkthrough video
Notify customer success rep in Slack when trial usage spikes above 80% quota
Error handling & exception routing
• Webhook Failures: Ensure receiving endpoints respond with 200 OK before executing heavy downstream computations to avoid sender retry loops.
• Rate Limiting: Implement queue backpressure or sleep nodes (100ms delay) when updating CRM records in bulk via API.
• Dead Letter Alerts: Any catastrophic step failure must route the raw JSON payload to a private Slack triage channel so no lead or transaction is silently dropped.