Give complex subscriber onboarding a shared home
When onboarding involves several people or milestones, start a Breeze project from the new subscription and keep the work coordinated.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
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.
Why this helps
High-touch onboarding can stall when the team has no shared workspace after a customer subscribes.
- Start coordinated onboarding after a new subscription.
- Give multiple teammates one place to organize delivery.
- Reduce setup delays for high-touch customers.
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 project when Stripe adds a subscription for the onboarding cases that need coordinated work.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real subscription example.
Questions about this workflow
Can this create projects only for high-touch customers?
Describe how Notis should identify those cases using information returned by Stripe or context you provide.
Does the project contain all onboarding tasks automatically?
The specified action creates a project. Describe the intended project outcome, and use supported actions for any additional artifacts.
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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