FINANCE
Recovered-Payment HubSpot Health Sync
When a previously failed Stripe payment finally succeeds, clears the at-risk flag in HubSpot, logs the recovery, and notifies the account owner via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe invoice.payment_succeeded webhookStripe
- LogicConfirm invoice was previously in dunningPostgres
- ActionClear at-risk flag in HubSpotHubSpot
- ActionLog recovery to PostgresPostgres
- OutputNotify account owner via OutlookOutlook
What it does
This workflow closes the loop on dunning. When a delinquent invoice is finally paid, it reverses the at-risk state across your systems so the customer isn't treated as churning and the CSM stops chasing them.
When to use it
Run it alongside any dunning sequence where a failed payment marks the HubSpot record as at-risk. It prevents stale escalations and keeps customer-health scoring accurate after recovery.
How it works
- 1A Stripe `invoice.payment_succeeded` webhook fires for an invoice that was previously in dunning.
- 2A logic step confirms the invoice had a prior failed attempt by checking the recovery log in Postgres, ignoring normal first-try successes.
- 3It updates the matching HubSpot company, clearing the at-risk flag and setting a `payment_recovered` lifecycle note.
- 4It appends a recovery record to Postgres with the recovered amount and days-to-recover.
- 5It emails the account owner via Outlook to confirm the save and recommend a check-in.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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