Monica CRM and Stripe automations

Ready-made scenarios where Monica CRM and Stripe work for you: pick one — a copy appears in your account and runs on its own.

68 scenarios

New CRM deal, task in your task manager
Shop customers land in your CRM
Customers from Stripe become subscribers in Monica CRM
New Stripe projects become tasks in Monica CRM
Stripe sales land in Monica CRM
Customers from Stripe become contacts in Monica CRM
A new card in one Monica CRM creates a task in the other
Buyers from Stripe land in Monica CRM
Sales from Stripe flow into Monica CRM
New Stripe contacts show up in Monica CRM
Deal moves a stage in Stripe — a task appears in Monica CRM
New card in one Monica CRM becomes a task in another
Documents from storage sent to accounting
Payments become CRM contacts
Stripe customers land in your address book
Stripe submissions become tasks in Monica CRM
New lead in Stripe becomes a task in Monica CRM
Stripe buyers update contacts in Monica CRM
A new contact — instantly a card on your task board
Your best submissions — with artwork and a card on the board
New products from Stripe — straight into Monica CRM
Store customers — straight into your mailing base
New shop customers — straight into your CRM
Store orders to a sheet with a chat notification
Product feedback — into a base, the important ones into tasks
New store products straight into your accounting system
Sort form feedback by sentiment
Gumroad buyers — straight into your mailing list and CRM
Route each new order into your CRM, invoices, and mailing list
Store buyers become newsletter subscribers automatically
Business review replies with a ready draft
Win back abandoned Stripe carts by email and in CRM
Daily duplicate-customer detection in your payment system
Store and back-office products that always match
One sales ledger for two stores
A release calendar: new films to chat, chosen ones to your calendar
A study plan, already placed in your calendar
The right offer sent right after the enquiry — with a follow-up reminder
Personalised welcome emails right after payment
A daily revenue forecast — from your own payments
New shop products — auto-posted to social media
High-value lead alerts — to chat, sheet and calendar
Launch a vacancy: deadlines, task and announcement in one move
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Client onboarding from an intake form — checklist, consultant and kickoff
Stripe invoices from your wholesale orders table
Intake and routing of service requests with appointment booking
Paid access to Zoom meetings via Stripe
Form feedback sorts itself: tasks, table, alerts
Sales call breakdown: transcript, lead status, task
Your agency's real profit — in chat every day
A customer's total payments on their CRM contact — automatically
Paid store orders — into your accounting system on their own
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
Paid appointment booking: calendar, payment and reminder
Taking food orders in your messenger — into a table and calendar
Instant replies to messenger leads, with scoring and meeting booking
Reconcile payments, bank and orders — mismatches found for you
Client visit booking — the assistant replies and books on its own
Property compliance monitoring with automatic follow-through
Every sale — logged, a ping to you and a thank-you to the buyer
Store orders straight into your accounting system
AI marketing outreach with reply handling — on autopilot
Post accounting entries in Monica CRM with a plain message
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients