End-to-End Client Onboarding Automation

Job Description: End-to-End Client Onboarding Automation (Stripe + Airtable + Notion + Make)
Project Overview: I am building a financial transformation program (ThryvIQ) where new clients sign up for a 120-day plan. Each client must automatically receive a personal Notion hub (with roadmap, trackers, and resources) as soon as they subscribe via Stripe. I need an automation expert to build this end-to-end onboarding system using Make.com (Integromat), Airtable, and Notion.

Deliverables
Stripe Integration
Trigger when a client successfully pays (checkout.session.completed).
Capture name, email, product/tier, subscription ID, and payment status.
Airtable CRM Setup (Ops Hub)
Create an Airtable base called ThryvIQ Ops with three tables:
Clients (name, email, tier, hub URL, status)
Subscriptions (linked to client, price ID, start/renewal, payment status)
Engagement (linked to client, progress %, last check-in, at-risk flag)
Configure views: At-Risk Clients, Failed Payments, VIP Clients.
When Stripe event fires, auto-create a Client + Subscription record.
Notion Hub Automation
Create a new page in the Client Hubs database in Notion.
Copy content from the Master Client Hub (120-day roadmap + resources) using Notion API.
Add the new hub’s URL back into Airtable.
⚠️ Since Notion API cannot auto-invite guests yet, notify VA to click “Share” with the client email.
Communication Automation
Send Welcome Email (via Gmail/Outlook/SMTP in Make) with client’s personal hub link.
Send Slack/Email Notification to VA:
“Please share {{client_page_url}} with {{customer_email}} in Notion.”
Error Handling & Testing
Handle >100 block copying (Notion API limit) with batching.
Ensure failed payments trigger the Failed Payments view in Airtable + VA notification.
Provide full end-to-end testing with a dummy Stripe checkout.
Documentation
Deliver a setup guide (screenshots or short Loom video).
Clearly explain how to:
Add new tiers in Stripe + Airtable.
Update the Master Client Hub in Notion.
Maintain the Make scenario

Tech Stack
Stripe → subscription checkout & payment events
Airtable → client CRM + status tracking
Notion → client hubs (one per client)
Make.com (Integromat) → automation between systems
Gmail/Outlook → client-facing emails
Slack (optional) → VA notifications

Skills Required

Strong experience with Make.com scenarios (must show past work)

Proficiency with Notion API (copying blocks, appending children, page creation)
Solid understanding of Stripe API + subscriptions
Experience designing Airtable bases for client management
Familiarity with Gmail/Slack integrations for communication
Bonus: experience in client onboarding automation for SaaS or coaching programs

Success Criteria
New Stripe payment → Airtable record created → Notion hub created + filled → Welcome email sent → VA notified → Client onboarded within 5 minutes.
Failed payments & inactive clients visible in Airtable views.
System works reliably and is easy to maintain.

Timeline: Deliver MVP setup in 7–10 days.
 ... Show more