download dots

๐ŸŽ‰ New Customer Onboarding Flow with AI

Automatically onboard new customers when they complete their first payment. Create projects, send welcome emails, and notify your team.

โœจ Agentic AI workflows
๐Ÿค– 100% fully customizable
โœ… Download & edit on-the-go
๐Ÿš€ Automate, publish, & share everywhere

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:

  1. Create HubSpot Contact with Stripe data
  2. Create Project from "Customer Onboarding" template
  3. Send Welcome Email via Gmail
  4. Post to #new-customers Slack channel
  5. Create follow-up task for account manager

How To Use This Automation

  • Go to the "Automations" tab in your workspace.

  • Click โž•Add automation โžก choose this template

  • Connect your Stripe account

  • Connect HubSpot, Gmail, and Slack

  • Customize the welcome email and project template

  • Enable the toggle to activate