Quick answer
When a customer completes their first Stripe payment, this automation creates a HubSpot contact, generates an onboarding project from your template, sends a welcome email, and posts to Slack. Open Automations, connect Stripe plus your CRM and mail tools, customize the template, and enable the flow. Stripe receipts alone do not create CRM records or team tasks.
What Can You Do With This Automation?
Automatically create a customer record in HubSpot when Stripe payment is received
Generate a welcome project from template for new customer onboarding
Send personalized welcome email with next steps and resources
Notify your team in Slack about new customer signups
Schedule onboarding call via Calendly integration
Automation Flow
Trigger: Stripe New Customer
Actions:
- Create HubSpot Contact with Stripe data
- Create Project from "Customer Onboarding" template
- Send Welcome Email via Gmail
- Post to #new-customers Slack channel
- Create follow-up task for account manager
Welcome customers in Stripe
Step 1: Enable customer emails in Stripe
In the Stripe Dashboard, open Settings, then Customer emails, and confirm payment receipts send automatically per Stripe customer emails.
Step 2: Customize your receipt branding
Add your logo and support link to the receipt template so new payers get a branded confirmation from Stripe.
Step 3: Confirm checkout completes the payment
Run a test checkout and verify the receipt email arrives. Stripe does not create CRM records, projects, or team tasks on its own.
Onboard new customers in Taskade
Step 1: Open Automations and add this template
Go to the Automations tab, click Add automation, and choose this template. Connect your Stripe account through the New Customer trigger.
Step 2: Connect HubSpot, Gmail, and Slack
Authorize each connector so the flow can create the contact, send the welcome email, and post to your team channel.
Step 3: Customize the welcome email and project template, then enable
Edit the onboarding project template and email copy for your brand, run a test payment, then enable the toggle. Browse live apps in the Community Gallery or build a custom flow.
How do I onboard new Stripe customers automatically?
Connect Stripe to this template in Taskade so each first payment creates a CRM record, onboarding project, welcome email, and Slack alert. Pair with Stripe automations or compare onboarding tools on Taskade vs Zapier.
Does Stripe alone send onboarding after the first payment?
Stripe sends receipts and invoices natively. It does not create HubSpot contacts, onboarding projects, or team notifications. Taskade wires those actions through automations execution.