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Playbook · Coaching

Payment thank-you for coaches

When an invoice is paid, thank the customer, mark them a paying customer in the CRM and tell the team.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
3
Client fills in
2
Accounts
4
Starts
From Stripe, within seconds

UsesBeta

Every step, in order

Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.

Why this workflow

A payment is the best moment in the relationship and usually the quietest: the processor sends a receipt, the CRM is not updated, and the team finds out at month end. A short thank-you, a CRM that knows who pays, and a note to the team cost nothing and are rarely done by hand.

  1. Starts whenAn invoice is paid
  2. EmailThank the customer
  3. App stepMark them a paying customer
  4. App stepTell the team

What each client fills in

Business name
How messages sign off.
Team channel
The Slack channel that hears about it.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Stripe dashboard: Developers → API keys → Create restricted key. Give it only what the steps need: Customers write, Payment Links write, Prices read, Invoices write, and Webhook Endpoints write for the triggers. Leave “IP access” empty: Thrum has no fixed addresses, so a key locked to IPs fails every call.

  • In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

  • In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Stripe, for “An invoice is paid”
  2. Connect the client’s Resend (email), for “Thank the customer”
  3. Connect the client’s HubSpot (optional: the step can be turned off instead), for “Mark them a paying customer”
  4. Connect the client’s Slack, for “Tell the team”
  5. Fill in Business name (How messages sign off)
  6. Fill in Team channel (The Slack channel that hears about it)

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