Customer Onboarding Flow

N8N workflow connecting Stripe, email, Slack, and CRM. Reduced onboarding time by 75%.

Automation Stack

This comprehensive automation workflow orchestrates the entire customer onboarding process, connecting multiple platforms:

• Stripe: Payment processing and subscription management
• Email: Automated welcome sequences and documentation
• Slack: Team notifications and collaboration
• CRM: Customer data synchronization and tracking

Impact

By automating the onboarding process, we reduced the time required to onboard new customers by 75%, while simultaneously improving the customer experience and reducing manual errors.

Workflow Design

The N8N workflow handles everything from initial payment confirmation through account setup, credential delivery, and team notification, ensuring no steps are missed and all stakeholders are informed.