1.Monitor new invoice events
Integrate Stripe and billing events to capture premium trial invoice triggers for new opportunity creation.
Create sales opportunity for new premium trial account
Automatically monitor new invoices across Stripe for premium trial invoices and create outreach-ready sales context. Create and update sales records and notify assigned repsβso you can catch premium trial signals, assign owners, and start outreach without manual reporting.
How this automation creates trial-ready opportunities
When premium trial invoices arrive but sales records stay unlinked, owners miss the window to act. This automation monitors Stripe invoices, filters qualifying trials, finds accounts, assigns reps, and creates or updates sales opportunitiesβso your team can act fast.
Stripeor swap with your favorite app
2.Continue only premium trial invoices
Integrate Filter by Zapier and invoice data to continue only for qualifying premium trial invoices.
Filter by Zapieror swap with your favorite app
3.Find existing account box
Integrate Streak and CRM lookup tools to search Accounts pipeline and match by customer email.
Streakor swap with your favorite app
4.Format trial end date
Integrate Formatter by Zapier and date formatting tools to transform the trial end into a readable date.
Formatter by Zapieror swap with your favorite app
5.Select owner in round robin
Integrate Code by Zapier and scripting tools to return the next rep id from your configured list.
Code by Zapieror swap with your favorite app
6.Update owner pointer
Integrate Storage by Zapier and state tracking tools to advance the round robin pointer for next assignments.
Storage by Zapieror swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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