1.Detects new paid customer
Integrate Stripe, payment tracking, and CRM systems to detect new customer events for paid onboarding.
Add new paid customers to CRM and mailing list
Automatically monitor new customers in Stripe across Stripe, Google Sheets, Loops, Attio, and Slack. Create and update CRM records and email onboarding triggers when paid customer signs up, subscription activates, or payment completesβso you can log details, enroll contacts, and notify sales without manual onboarding.
How this automation accelerates onboarding for new customers
When new customers trigger in Stripe, onboarding can stall and follow-up gets delayed. This automation creates signup rows and upserts contacts and persons while it fires onboarding events and notifies your teamβso your team can start follow-up immediately.
Stripeor swap with your favorite app
2.Creates signup row in sheet
Integrate Google Sheets, reporting spreadsheets, and data mapping to create a signup row and capture contact fields.
Google Sheetsor swap with your favorite app
3.Finds or creates contact
Integrate Loops, contact matching tools, and subscription logic to find by email or create and set subscribed true.
Loopsor swap with your favorite app
4.Sends onboarding event
Integrate Loops, event delivery tools, and funnel attribution to send an onboarding event to the contact by email.
5.Finds or creates person
Integrate Attio, CRM directories, and inbound lists to find by email or create a person and add them to stage.
Attioor swap with your favorite app
6.Posts onboarding status update
Integrate Slack, team channels, and messaging tools to post a notification with customer email and onboarding status.
Slackor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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