1.Detect new payment
Integrate Stripe and payment systems to detect qualifying invoice or charge events so your workflow can start welcome actions.
Send onboarding emails and update CRM after payment
Automatically monitor new payment events across Stripe and Zapier workflows. Send tier-specific onboarding emails and update CRM records when invoice paid, charge received, or tier matchedβso you can notify teams, mark customers, and start production without manual follow-up.
How this automation accelerates onboarding kickoff
When new payment events hit Stripe, delays can stall welcome messaging and customer setup. This automation filters qualifying invoices, updates Close records, and sends tier-specific onboarding emails and tasksβso your team can launch production faster.
Stripeor swap with your favorite app
2.Continue for qualifying invoices
Integrate Filter by Zapier and invoice metadata tools to gate the flow so only qualifying tier or product records move forward.
Filter by Zapieror swap with your favorite app
3.Send channel payment updates
Integrate Slack and team communication tools to post payments and production notes and prompt CRM opportunity updates.
Slackor swap with your favorite app
4.Update lead to customer stage
Integrate Close and CRM record tools to find leads by email and update lead status with the payment reference.
Closeor swap with your favorite app
5.Create task for lead owner
Integrate Close and task tracking tools to create a follow-up task with a due date and missing asset request.
6.Extract first name and tier
Integrate Formatter by Zapier and data transformation tools to extract first name and prepare tier-specific email inputs.
Formatter by Zapieror swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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