Open the success task when the trial starts, not when the champion complains
Built from product events you already emit. Trials, failed payments, and unused features become tasks. Refunds and price changes stay in billing.
Book a Free n8n ConsultThe problem
Trials, failed payments, and expansion signals sit in three dashboards. The work crosses the product, the billing system, and the success CRM, and the handoff fails when volume spikes.
What we automate
- ✓ Trial signup creating the success task and the in-app event
- ✓ Failed payment sequences that stop when the invoice clears
- ✓ Product-qualified accounts routed to sales
- ✓ Churn-risk notes opened from usage thresholds you define
- ✓ Onboarding emails tied to the features the account has not used
Example scope, not a client case study
Week one is this and only this: Trial signup creating the success task and the in-app event. Once that path survives a real week, the usual second branch is failed payment sequences that stop when the invoice clears. No client name, no street address, no invented metric. The done state is a record your team can open.
How the n8n build works
Trace one live SaaS job
We follow one live example across the product, the billing system, and the success CRM, including the exception people handle in chat.
Automate the first queue
The first workflow covers trial signup creating the success task and the in-app event and failed payment sequences that stop when the invoice clears.
Keep a person on the risky step
Pricing changes and refunds stay in billing, approved by a person. The n8n run attaches the draft or the record so the review is fast.
Host it for the data you have
We trigger from product events you already emit, instead of scraping the admin UI.
Why teams use this
Hours return to the saas team on the queue they already hate
The source of truth stays the system you already trust
Failures alert someone with the record id
You can add the next workflow without redoing the integration
Built from product events you already emit. Trials, failed payments, and unused features become tasks. Refunds and price changes stay in billing.
We build n8n workflows for this process so the product, the billing system, and the success CRM stay in sync. Pricing changes and refunds stay in billing, approved by a person. After the first workflow has run on live volume, we add the next branch. We do not import a pack of templates and rename them for the industry.
What this costs
The scoping call is free. The build is priced per workflow after we see your systems, not as a flat package and not per n8n execution. n8n software is separate: self-hosting is free on your server, and n8n Cloud publishes its own Starter and Pro plans. Those are their prices, not our fee.
Who you talk to
The person who scopes the workflow is the person who designs it. You get that owner on the kickoff call. We reply within 24 hours. AI PROFI does not publish a specialist's local license, a phone number, or a street address for this service.
FAQ
Can you start with only this: Trial signup creating the success task and the in-app event?
Do you self-host n8n?
Will this replace our staff?
What does the first week include?
Book a Free n8n Consult
We build this in your n8n instance, document how it runs, and stay on for the first production week.