ThriveCart to Circle community onboarding with welcome email

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).

Additional information

What does this prompt do?

Listens for every successful ThriveCart order and pulls the buyer's name, email, and the specific product they bought.
Invites the buyer to your Circle community and adds them to the right access group based on a product-to-group mapping you define (bundle buyers vs course-only, for example).
Drafts a warm, personal welcome email in Gmail that names the course they purchased, points to the matching Circle space, and lists three onboarding next steps.
Pauses for review if the buyer's email already exists in Circle, so you never send a duplicate invite.

What do I need to use this?

A ThriveCart account with API access enabled.
A Circle community on the Business plan or above, with the access groups already created (one per buyer tier).
A Gmail account you want welcome drafts to land in.
A short list mapping each ThriveCart product to the Circle access group and space link it should unlock.

How can I customize it?

Adjust the product-to-access-group mapping any time you launch a new course or bundle.
Change the tone, length, or structure of the welcome email to match your brand voice.
Swap drafts for sent email once you trust the copy, or route different products to different sender inboxes.
Add extra steps like tagging the member, posting to a Slack channel, or adding them to a specific Circle space.

Frequently asked questions

What happens when someone buys a bundle versus a single course?

The agent reads the product ID from the order, checks the mapping you defined, and adds the buyer to the matching access group. Bundle buyers can be routed to a different group than single-course buyers, with no extra logic from you.

Will it send the welcome email automatically?

By default it creates a Gmail draft for you to review and send. That gives you a chance to personalize the message further or catch any odd cases before the buyer hears from you. You can switch to auto-send later.

What if the buyer is already a Circle member?

The agent checks Circle first. If the email already exists, it pauses and surfaces the duplicate so you can decide whether to add them to the new access group manually or skip the welcome.

Do I need a paid Circle plan?

Yes. The Circle API requires the Business plan or higher. ThriveCart and Gmail work on any standard account.

Can I add more products later?

Yes. The mapping is configurable. Whenever you launch a new course or bundle, add a line to the mapping and the workflow handles it from the next sale onward.