AI/ML

    n8n Automation: Faster & Smarter Customer Onboarding for Small Businesses


    Overview

    n8n detects a Stripe payment, sends a welcome email via Gmail and assigns setup tasks in Asana.

    Prerequisites

    • n8n installed.
    • Stripe account with webhook support.
    • Gmail account with API key.
    • Asana account with API token.

    Workflow Setup

    1. Prepare n8n Environment

      • Navigate to http://localhost:5678 (or your n8n URL) and log in with your credentials. In the sidebar, click “Workflows,” then select “+ New” and name it (e.g., “Customer Onboarding”). Click “+” on the canvas to open the node selector.

    2. Trigger Node: Stripe Webhook

      • Node: Webhook

      • Settings:

        • Path: stripe-payment

        • Stripe Webhook: https://<n8n-host>/webhook/stripe-payment for “charge.succeeded”

      • Output: Payment data (e.g., {{ $json.body.data.object.customer_email }}).

    3. Send Welcome Email Node: Gmail

      • Node: Gmail

      • Settings:

        • Credentials: Gmail API key

        • To: {{ $node["Webhook"].json.body.data.object.customer_email }}

        • Subject: Welcome to Our Service!

        • Body: Hi, thanks for your purchase! Here’s your setup guide: <link>

      • Output: Welcome email sent.

    4. Assign Tasks Node: Asana

      • Node: Asana

      • Settings:

        • Credentials: Asana API token

        • Resource: Task

        • Operation: Create

        • Project ID: Onboarding project

        • Name: Onboard {{ $node["Webhook"].json.body.data.object.customer_email }}

        • Description: Set up account and follow upOutput: Task created.

    Workflow Summary

    • Flow: Webhook → Gmail → Asana.
    • Execution: ~10 seconds per customer.

    Benefits

    • Cuts onboarding time by ~30 minutes/customer.
    • Ensures consistent onboarding experience.
    • Frees staff for high-value tasks.

    Troubleshooting

    • Webhook Fail: Check Stripe URL.
    • Task Error: Verify Asana project ID.

    Ready to transform your business with our technology solutions? Contact Us  today to Leverage Our AI/ML Expertise. 

    Experts in AI, ML, and automation at OneClick IT Consultancy

    AI Force

    AI Force at OneClick IT Consultancy pioneers artificial intelligence and machine learning solutions. We drive COE initiatives by developing intelligent automation, predictive analytics, and AI-driven applications that transform businesses.

    Share

    facebook
    LinkedIn
    Twitter
    Mail
    AI/ML

    Related Center Of Excellence