Urbanise FM Stripe

Create onboarding task lists for new customers

When a new customer signs up in Stripe, automatically create an onboarding task in Urbanise FM so team members can kick off setup.

Try:

See all Urbanise FM + Stripe integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Urbanise FM Explore Urbanise FM →

Triggers
New task created

Fires when a new task, job or item is created in Urbanise FM.

Task completed

Fires when a task in Urbanise FM is marked complete.

Due date approaching

Fires when a task's due date in Urbanise FM is coming up.

Status changed

Fires when a task, job or project changes status in Urbanise FM.

Actions
Create task

Creates a new task, job or item in Urbanise FM.

Update task

Updates a task's status or assignee in Urbanise FM.

Add comment

Posts a comment on a task in Urbanise FM.

Assign task

Assigns a task in Urbanise FM to a team member.

Stripe Explore Stripe →

Triggers
New customer

Fires when a new customer is created in Stripe.

Subscription canceled

Fires when a subscription is canceled in Stripe.

New invoice generated

Fires when a new invoice is generated in Stripe.

Payment failed

Fires when a payment attempt fails in Stripe.

Actions
Create customer

Creates a new customer in Stripe.

Create subscription

Creates a new subscription in Stripe.

Cancel subscription

Cancels an existing subscription in Stripe.

Update customer

Updates a customer's billing details in Stripe.

Alert team members on payment failures When a payment fails in Stripe, automatically add an urgent comment to the customer's account task in Urbanise FM for account management intervention. See details
Update customer records when onboarding tasks complete When an account setup task is marked complete in Urbanise FM, automatically update the customer status in Stripe to mark onboarding as finished. See details

See all Urbanise FM + Stripe integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create onboarding task lists for new customers” between Urbanise FM and Stripe?

Yes — describe it in the box above and Knit's Integrations Agent researches Urbanise FM and Stripe's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can Urbanise FM and Stripe streamline client onboarding?

When a new subscription or customer is created in Stripe, Urbanise FM can automatically create task lists to kick off technical setup and client onboarding.

Can payment issues in Stripe flag team members in Urbanise FM?

Yes, if a payment fails in Stripe, an urgent comment or task update can automatically be added in Urbanise FM so account managers can follow up immediately.

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