Create onboarding task lists for new customers

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

Try:

See all Work Wallet + 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.

Work Wallet Explore Work Wallet →

Triggers

Audit completed

Fires when an audit, inspection or risk assessment is completed in Work Wallet.

New attendance

Fires when a worker signs in or out of a site in Work Wallet.

New record

Fires when a safety record or event is logged in Work Wallet.

Actions

Add record

Logs a safety record, check or event in Work Wallet.

Add request

Creates a request or action item in Work Wallet.

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 Work Wallet for account management intervention. See details

Update customer records when onboarding tasks complete When an account setup task is marked complete in Work Wallet, automatically update the customer status in Stripe to mark onboarding as finished. See details

See all Work Wallet + 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 Work Wallet and Stripe?

Yes — describe it in the box above and Knit's Integrations Agent researches Work Wallet 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 Work Wallet and Stripe streamline client onboarding?

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

Can payment issues in Stripe flag team members in Work Wallet?

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