What does this HighLevel automation do?
A new Stripe payment finds the HighLevel contact and moves the opportunity to your won stage.
What can you do with it?
- Close the opportunity from the real payment
- Keep pipeline reports accurate
- Start onboarding automations on time
The Steps
This automation runs in 3 steps:
- When Stripe: New Payment
- Then HighLevel: Find Contact
- Then HighLevel: Move Opportunity to Stage
Who is this automation for?
Built for agencies that take payment in Stripe. A new Stripe payment finds the HighLevel contact and moves the opportunity to your won stage.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Payment" from Stripe.
- Add the action "Find Contact" from HighLevel.
- Add the action "Move Opportunity to Stage" from HighLevel.
- Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.