Skip to main content

I’m trying to set up a workflow where an onboarding email is sent to customers only after we’ve received their first payment through Stripe, but I’m facing some issues configuring it.

Here’s the process I want to achieve:

  1. When a deal in HubSpot reaches the "Won" status, I want to delay sending an email until the first payment is successfully completed.
  2. The onboarding email should only be sent after the first payment is confirmed via Stripe.
  3. The email should not be sent before the payment is received, and it should not be sent again for future payments.

Additionally, I’m doing this from within a workflow in HubSpot. Ultimately, I want the company to be added to a specific HubSpot workflow once the payment is successful, which will then trigger the onboarding email.

It’s also important to note that we are a SaaS business, and companies pay us on a monthly recurring basis, so this is not a one-time payment setup. We only want the email to be triggered after the first payment.

I’ve tried setting up loops and delays but haven’t been able to make it work. Could you provide guidance on how to properly configure this process?

Thank you in advance for your help!

Hi @Tibo Energy 

Try this type of logic…

  1. Trigger: Stripe - New Payment / Checkout Sessions Completed
  2. Action: Filter
    1. Conditions to check
  3. Action: HubSpot - Find Deal
  4. Action: HubSpot - Update Deal
    1. Update a Deal custom Property to indicate the first payment was made

 

Then use HubSpot automations to do the rest of the workflow based on the updated Deal.


Hi @Tibo Energy,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.