SendGrid and Stripe automations

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

66 scenarios

Abandoned carts from Stripe into your SendGrid audience
A new file in storage emails the people who care
New Stripe customers go straight into your SendGrid lists
Customers from Stripe into SendGrid customer lists
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
Property-tour booking without the back-and-forth
Win back abandoned Stripe carts by email and in CRM
A receipt to the client and an alert to the team — right after payment
Recovering failed payments — with emails, automatically
A morning brief on your day and meetings
An invoice to the client — from one status change
A study plan, already placed in your calendar
Sales insights and team alerts — from your table
Personalised welcome emails right after payment
A daily news digest on your topic, gathered automatically
The right offer sent right after the enquiry — with a follow-up reminder
Performance reviews on schedule — reminders, meetings and statuses on their own
A personal chat assistant: email, calendar, contacts
A full lesson pack from one form
Book meetings from chat with an invite
From a meeting — ready tasks, events and notifications
Reminders for key employee dates
Cycle tracking with morning insights — automatically
Automatic candidate screening and interview booking
Client onboarding from an intake form — checklist, consultant and kickoff
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
Paid access to Zoom meetings via Stripe
Intake and routing of service requests with appointment booking
Form feedback sorts itself: tasks, table, alerts
Clinic booking with confirmation and reminder
Resume screening and interview scheduling
Taking bookings in Telegram with Stripe entries
Supplier follow-ups on overdue orders — automatically
Sales call breakdown: transcript, lead status, task
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
Interviews: invite, reminder and hiring decision in one chain
AI screening of meeting requests — only the meetings worth it
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
Paid appointment booking: calendar, payment and reminder
A daily content plan built from fresh trends
Winning back no-shows — follow-ups and rebooking, handled
Consolidating revenue from every till and prepping filings
A team of business assistants — in your messenger
Reconcile payments, bank and orders — mismatches found for you
Candidate screening: CV scoring, an invitation and the interview booked
Client visit booking — the assistant replies and books on its own
From CV to interview invitation, automatically
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
Kick off a client project the moment they pay
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
Every sale — logged, a ping to you and a thank-you to the buyer
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Telegram: email, calendar, notes
Sprint planning prep — story checks and emails
Appointment booking in chat — without a receptionist
An HR assistant for employees in a messenger
Run your work from one chat — mail, calendar, tasks, clients