Stripe to Datagma to Slack: AE briefs for expansion-fit signups

When a new paid Stripe subscription starts (Stripe webhook on customer.subscription.created), or when a one-time checkout completes (checkout.session.completed), turn the self-serve signup into an account-expansion brief for sales.

Step 1. Pull the customer record from Stripe using Retrieve Customer and Retrieve Subscription to get the buyer's email, name, plan, and starting MRR.

Step 2. Pass the email and its domain into Datagma's Enrich Person or Company action with the personFull and companyFull add-ons. From the response, capture the buyer's title, seniority, and LinkedIn profile, and the company's employee count, industry, country, and website.

Step 3. Decide whether this looks like a strategic expansion target. Treat it as a fit when the company has 50 or more employees AND the buyer title contains director, VP, head, or any C-level keyword AND the email domain is not a freemail or consumer provider (gmail, yahoo, hotmail, outlook, icloud, proton, aol, and similar).

Step 4. If it's a fit, post one tidy message to a sales Slack channel using Slack Bot Send a Message. Include who they are (name, title, LinkedIn), what they bought (plan and starting MRR), the company profile (employee count, industry, country, website), and two or three suggested talking points an AE could use to open an upsell conversation about a team or enterprise plan.

Step 5. If Datagma returns no match (response code 5, or empty company), still post the Slack brief but label it 'low-signal self-serve' so the AE knows to skip unless something in the Stripe details makes it interesting.

Step 6. If the signup is NOT a fit, do not post a new top-level message. Instead, look for yesterday's roll-up message from this workflow in the same Slack channel; if you find one, drop a one-line skip reason as a thread reply on it. If you can't find a prior roll-up, drop silently.

Use the Slack Bot integration (not the user-OAuth one) so the brief comes from a shared bot identity, which is what sales channels expect for automated notifications.

The whole point is to keep the sales channel useful: only real expansion-shaped signups should get a fresh post, everything else gets quietly logged.

Additional information

What does this prompt do?

Triggers the moment a new paid Stripe subscription or one-time checkout completes.
Pulls the buyer's title, seniority, and LinkedIn from Datagma, plus company size, industry, country, and website.
Scores the signup against your fit rules (real work email, mid-market or larger company, decision-maker title) and only briefs sales when it's worth their time.
Sends one tidy Slack message to your sales channel with the buyer profile, what they bought, and two or three talking points for an expansion conversation.

What do I need to use this?

A Stripe account with permission to read customers and subscriptions
A Datagma account for person and company enrichment
A Slack workspace with a sales channel the bot can post to

How can I customize it?

Change what counts as a fit: company size threshold, which titles qualify, which email domains to skip.
Point the brief at a different Slack channel, or DM a specific AE on certain plans.
Tweak the suggested talking points (team plan upsell, security review, multi-seat pricing, annual prepay).

Frequently asked questions

What happens if Datagma can't find the buyer?

The workflow still posts to Slack, but marks the brief 'low-signal self-serve' so the AE knows to skip it unless something in the Stripe details stands out.

Will personal Gmail or Yahoo signups get flagged for sales?

No. Freemail and consumer email providers are filtered out by default so the channel stays focused on real expansion targets.

Does it fire on one-time purchases too, not just subscriptions?

Yes. It runs on both new paid subscriptions and completed one-time checkouts, so any self-serve purchase can be evaluated for expansion.

Can I change the fit rules?

Yes. The defaults are 50 or more employees, a director-level or higher title, and a non-freemail domain. You can rewrite any of those when you set the workflow up.

How is this different from sending every Stripe signup to Slack?

It's the opposite. Only signups that actually look like an upsell target get posted, so your sales channel stays scannable instead of becoming a firehose.