On new Stripe Invoice Payment update Hubspot and notify the team in Slack

For Stripe, automatically updates HubSpot when an invoice payment is received, ensuring accurate deal status and notifying the team in Slack. This workflow enhances communication and tracking, reducing manual errors and improving response times for payment confirmations.

7/8/2025
8 nodes
Medium
manualmediumstripetriggerhubspotslacklogicconditionalcommunicationnotification
Categories:
Communication & MessagingManual TriggeredMedium WorkflowCRM & Sales
Integrations:
StripeTriggerHubspotSlack

Target Audience

This workflow is ideal for:
- Finance Teams: To automate invoice tracking and payment confirmation.
- Sales Teams: To ensure timely updates on customer payments and deal statuses.
- Customer Support Teams: To quickly address customer inquiries related to payments.
- Business Owners: To streamline operations and improve communication across departments.

Problem Solved

This workflow addresses the challenge of manually tracking invoice payments and updating related systems. It ensures that:
- Payments are promptly recorded in HubSpot.
- Teams are notified in Slack about payment statuses, reducing the risk of missed updates.
- It handles cases where invoices lack a PO Number, ensuring no payment goes unnoticed.

Workflow Steps

  • When Invoice Paid: The workflow is triggered when a payment is successfully made on an invoice in Stripe.
    2. If no PO Number: Checks if a PO Number is present in the invoice data. If absent, it sends a notification to the team via Slack.
    3. Find Deal based on PO Number: If a PO Number is present, it searches for the corresponding deal in HubSpot.
    4. If no deal found for PO: If no deal is found using the PO Number, it sends a notification in Slack indicating the issue.
    5. Update Deal to Paid: If a deal is found, it updates the deal status in HubSpot to indicate that it has been paid.
    6. Send invoice paid message: Finally, a message is sent to the Slack channel confirming the payment, including details like amount, currency, customer name, and transaction ID.

    • Customization Guide

    To customize this workflow:
    - Modify Payment Events: Change the event type in the When Invoice Paid node to trigger on different payment events if needed.
    - Adjust HubSpot Deal Properties: Update the properties in the Update Deal to Paid node to reflect your specific deal requirements.
    - Change Slack Notifications: Personalize the messages sent to Slack by editing the text and attachments in the Send invoice paid message, Send no PO Message, and Send Deal not found message nodes.
    - Add Additional Logic: Introduce more conditional checks or additional nodes to handle unique business scenarios or integrate with other platforms.