Kick off a client project the moment they pay

On payment the scenario creates the client's folders, sets up project tasks, sends a welcome email and notifies the team.

  • The project spins up as soon as payment lands
  • Folders and tasks created automatically
  • The client gets a welcome email
  • The team is instantly aware of the new project
Google Sheets
Set it up for yourselfScriptera

How it works

To get Stripe notifications in Dropbox, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Payment Received
  2. Then: Workflow Configuration
  3. Check: Validate Payment Data
  4. If yes: Get row(s) in sheet
  5. Check: Check CRM Lookup Success
  6. If yes: Append row in sheet
  7. Then: Create Client Root Folder
  8. Then: Create 02-Logo Folder
  9. Check: Waits until all folders are created
  10. Then: Send Welcome Email with Intake Form
  11. Check: Check Email Send Success
  12. If yes: Notify Team in Slack
  13. If no: Alert Team - Email Send Failed
  14. Then: Create 03-Brand Kit Folder
  15. Then: Create 04-Website Folder
  16. Then: Create 05-Final Delivery Folder
  17. Check: Check Folder Creation Success
  18. If yes: Create 01-Intake Folder
  19. If no: Alert Team - Folder Creation Failed
  20. Then: Create a list
  21. Then: Create Task: Brand Questionnaire Review
  22. Then: Create Task: Logo Concepts
  23. Then: Create Task: Brand Kit
  24. Then: Create Task: Website Build
  25. If no: Alert Team - CRM Lookup Failed
  26. Then: Stop - CRM Lookup Failed
  27. If no: Alert Team - Payment Data Error
  28. Then: Stop - Invalid Payment Data

You can launch this Stripe + Dropbox integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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