1.Customer subscription canceled
Integrate Stripe and billing platforms to detect canceled subscriptions or invoice failure thresholds to start collections work.
Create urgent call task for defaulted subscriptions now
Automatically enrich and route defaulted subscription events across Stripe and Close. Create and update prioritized defaulted lead records, assign urgent call tasks, and log payment rows in Google Sheetsβso you can act on invoice failures without manual reporting.
How this automation accelerates collections follow-up
When a customer subscription is canceled or an invoice failure threshold is reached, delays can slow recovery and let high-risk accounts slip. This automation enriches subscription details, finds and updates Close records, creates call tasks, and logs rows in Google Sheetsβso your team can act fast.
Stripeor swap with your favorite app
2.Enrich event with invoice data
Integrate Stripe, billing systems, and data mapping to enrich the event by linking the customer and latest subscription record to populate workflow fields.
3.Find lead by customer
Integrate Close and CRM matching tools to locate the existing lead by customer email or identifier to reuse the right contact record.
Closeor swap with your favorite app
4.Update lead and opportunity
Integrate Close and CRM customization to update defaulted lead status and subscription summary fields to reflect the payment outcome.
5.Create urgent call task
Integrate Close and task management to create an assigned collections call task with an ASAP due date and call notes to drive outreach.
6.Append payment row
Integrate Google Sheets and reporting tools to add a defaulted payment row for tracking date, owner, status, and amount to centralize collection history.
Google Sheetsor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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