Contract-to-Payment Automation — Stripe, CRM, and Notifications
A revenue workflow that connects contract status, Stripe payments, CRM stages, internal alerts, and client onboarding triggers.
0
manual chasing needed for basic payment-status visibility
Real-time
internal notifications when payment or contract milestones happen
1
clean handoff from closed deal to onboarding workflow
Faster
kickoff because payment and delivery status stay connected
Before
Teams often close deals in one place, collect payments in another, track onboarding somewhere else, and notify the team manually. That creates delays between signed agreement, payment collection, account creation, and delivery kickoff.
What Changed
Built a contract-to-payment flow where payment and agreement events update CRM opportunities, trigger onboarding tasks, notify the team, and keep leadership aware of deal status. Stripe, Discord, CRM pipelines, and internal workflows work together instead of relying on manual follow-up.
Result
0 manual chasing needed for basic payment-status visibility
Tools used
Payment should not be a mystery between sales and delivery. The CRM should know what happened the second it happens.
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