Turn new subscriptions into onboarding follow-through
A new subscription is the start of a customer relationship. Put the team's onboarding next step where it is easy to see and own.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Why this helps
New customers can start paying before anyone remembers to kick off the setup and welcome work.
- Make onboarding visible as subscriptions are added.
- Reduce manual handoffs after signup.
- Give the team a task to organize the next customer steps.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the outcome: create a Breeze onboarding task when Stripe adds a subscription, using available details and your team's next steps.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real subscription example.
Questions about this workflow
What starts the onboarding task?
A Subscription Added event in Stripe.
Can Notis fill in onboarding information Stripe does not provide?
No. Notis can use returned details and your instructions; supply any additional onboarding context in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Breeze. A trigger fires from one place; an action lands in another.
Stripe triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Stripe and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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