Contract Signed → CRM Update + Invoice Creation

TL;DR

This runbook ensures every new signed customer in Stripe gets logged in the CRM, invoiced, and announced to finance — all automatically.

Who is this for?

Sales, RevOps, and Finance teams looking to automate handoffs between signed deals and backend operations like CRM sync and invoicing.

What problem does this solve?

New customer creation in Stripe often happens without notifying Sales or Finance, causing delays in CRM updates and billing. This runbook removes that gap.

Solves:

• CRM and billing system disconnects
• Manual invoice creation delays
• Poor visibility into new customers

What this workflow accomplishes

• Listens for new Stripe customer creations
• Adds the contact to HubSpot
• Creates and finalizes an invoice in Stripe
• Notifies the finance team in Slack with invoice details

Integrations

This runbook uses the following integrations:

• Stripe Agent: Detects new customers and creates invoices.
• HubSpot Agent: Adds the contact to your CRM with relevant properties.
• Slack Agent: Posts a formatted alert in #finance for visibility.

Setup

• Stripe:

  • Webhook set to listen for customer.created
  • Stripe Agent installed with invoice permissions

• HubSpot:

  • API token with crm.objects.contacts.write
  • HubSpot Agent installed

• Slack:

  • Bot token with chat:write
  • Slack Agent installed

---

Runbook Template