When money arrives in Stripe, someone usually has work to do: onboard the client, ship the order, thank a big customer or win back a cancellation. FlowMattic turns Stripe events into ClickUp tasks, lists and checklists from your WordPress site, so agencies, SaaS teams and service businesses start that work on time.
40 triggers 43 actions 7 example workflows 1 ready-made template Unlimited runs
When this happens in Stripe12 triggers
Do this in ClickUp25 actions
1. TriggerNew Subscription2. ActionCreate TaskWhen Stripe fires New Subscription, FlowMattic runs Create Task in ClickUp with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
A new plan sign-up creates a task in the onboarding list with a checklist of kickoff steps, such as welcome call, account setup and first report, assigned to the account manager.
New SubscriptionCreate TaskCreate ChecklistCreate Checklist Item
Ready-made templateAn AI Agent step looks at the amount, customer and description of every successful charge, and a ClickUp task is opened for finance with its reasoning when something looks unusual.
New ChargeAI AgentFilterCreate Task
View the template Agencies that bill through Stripe get a ClickUp folder named after the customer with a first list inside, so the project space is ready before kickoff.
New CustomerCreate FolderCreate List
When a subscription is deleted, a task tagged churn goes to the customer success list with the plan and customer email, so someone asks why they left.
Subscription DeletedCreate TaskAdd Tag to Task
A Number Formatter turns the charge amount into a readable figure and a Filter lets through only payments above your threshold, creating a task for the founder to call or write.
Invoice Payment SucceededNumber FormatterFilterCreate Task
Each product created in Stripe opens a task for the launch page and announcement, with the product name and description, so new offers do not go live unannounced.
New Product CreatedCreate Task
For agencies that bill per delivery: moving the task to done creates the Stripe invoice, so finished work is billed without someone remembering to do it.
Task Status UpdatedFilterCreate InvoicePost Task Comment
When you finish, every new Stripe subscription opens a ClickUp task with an onboarding checklist.
Add both accounts under Connects in FlowMattic.
Start with the Stripe New Subscription trigger and create a test subscription so a real event is captured.
Add ClickUp Create Task in your onboarding list and name it with the customer and plan.
Add Create Checklist on the new task, then one Create Checklist Item step for each kickoff step.
Test the steps, open the task in ClickUp to check the checklist, then switch the workflow on.
1. Trigger in Stripe
New Subscription
2. Action in ClickUp
Create Task
3. Action in ClickUp
Create Checklist
4. Action in ClickUp
Create Checklist Item
Fields mapped from the earlier steps (a typical setup)
| From Stripe | To ClickUp |
|---|---|
| Customer email | Task description |
| Plan nickname | Task name |
| Subscription ID | Task description |
| Current period start | Start date |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Stripe and ClickUp connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Twelve Stripe triggers, from new customers to cancelled schedules, can each open the task, list or checklist that the event calls for.
Runs are unlimited, so the first of the month with many renewals costs the same as a quiet day.
Workflows run on your WordPress server, so customer and payment details pass to ClickUp without another automation service.
It turns Stripe events such as new subscriptions, charges, customers and cancellations into ClickUp tasks, folders, lists, checklists and tags, so the follow-up work is tracked where your team plans it.
Yes. Start with Task Status Updated, add a Filter for your done status, then run Stripe Create Invoice or Create Payment Link for the client. Keep the Stripe customer ID in a task custom field so the step knows who to bill.
Yes. Put a Router after the trigger with a path per plan or product, and give each Create Task step the list and assignee for that plan.
Yes, if you store the task ID. Post Task Comment can add a note such as paid amount and date to the client's task each time Invoice Payment Succeeded fires.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Stripe integration 2.0, ClickUp integration 1.1.1.