Webhook from Payment Provider → Jira Finance Ticket → Slack Invoice Follow-up Automation

This workflow automates failed subscription renewal processing by validating webhook data, using AI to analyze urgency and churn risk, creating a Jira Finance Task and notifying the finance team via Slack. If required fields are missing, it sends an error alert for manual review instead.

⚡ Quick Implementation Steps (Start Using in 60 Seconds)

1. Import workflow JSON into n8n.
2. Add Jira & Slack credentials.
3. Configure webhook URL /payment-failed-renewal in payment provider.
4. Test with:

{ "customerId": "C-101", "customerEmail": "[email protected]", "subscriptionId": "S-500", "amount": 39.99 }

1. Activate workflow.

What It Does

This automation connects your payment system with your financial operations. When a subscription renewal fails, the payment provider sends a webhook. The workflow validates the fields, uses OpenAI to analyze the payment failure reason (determining urgency & churn risk), routes high-value failures to high priority, creates a Jira task with an AI-drafted recovery email and alerts the finance team on Slack.

If required data is missing, the workflow prevents incomplete Jira tickets by routing the event to an error handler and sending a detailed Slack alert listing all missing fields and full payload for manual inspection.

Who’s It For

• Finance & billing departments
• SaaS companies with recurring billing
• Teams using Jira for billing operations
• Slack-based financial support teams
• Companies wanting automated revenue recovery workflows

Requirements to Use This Workflow

• n8n instance
• OpenAI API Key (or compatible LLM credential)
• Jira Software account with permissions for FIN project
• Slack bot token with channel posting rights
• Payment provider that supports POST JSON webhooks
• Webhook configured to: https://YOUR-N8N-URL/webhook/payment-failed-renewal

How It Works & How To Set Up

Step-by-Step Flow

1. Webhook receives payment failure payload.
2. Validation node checks required fields:
   • customerId
   • customerEmail
   • subscriptionId
   • amount
3. AI Analysis: OpenAI analyzes failure reason, sets urgency, and drafts email.
4. Logic: Switch node routes High Value (>$500) to 'High' priority.
5. Jira Finance Task created (with AI draft).
6. Slack message sent (with Churn Risk score).

Setup Steps

Step 1 — Webhook Setup

• Method: POST
• Path: payment-failed-renewal

Step 2 — Jira Setup

• Select Jira credentials in Create Jira Finance Ticket node.
• Ensure:
  • Project: FIN
  • Issue type: Task

Step 3 — Slack Setup

• Add Slack credentials to both Slack nodes.
• Select finance alert channel.

Step 4 — OpenAI Setup

• Add OpenAI credentials in the AI Analysis node.

Step 5 — Test

{
  "customerId": "CUST-001",
  "customerEmail": "[email protected]",
  "subscriptionId": "SUB-1001",
  "amount": 19.99
}

Step 6 — Activate

Enable the workflow.

How To Customize Nodes

Webhook

• Add Basic Auth
• Add token-based security
• Add JSON schema validation

Validate Payload

Enhance with:

• Email format validation
• Numeric validation for amount
• Auto-fallback values

Jira Node

Customize:

• Ticket summary structure
• Labels (billing-recovery, urgent, etc.)
• Add custom fields
• Change issue type or project

Slack Nodes

Enhance:

• Mentions: @finance-team
• Threads instead of channel posts
• Rich blocks, buttons, or attachments

Add-ons (Optional Enhancements)

• Automated email to customer for payment recovery
• Retry count–based escalation (e.g., retry ≥ 3 → escalate to manager)
• Log data to Airtable / Google Sheets
• Sync events into CRM (HubSpot, Salesforce, Zoho)
• Notify Sales for high-value customer failures

Use Case Examples

1. Stripe renewal payment fails → Create Jira task → Slack finance alert.
2. Chargebee retry attempts exhausted → Notify billing team immediately.
3. Declined credit card → Jira ticket with failure reason.
4. Razorpay/PayPal renewal failure → Automated follow-up.
5. Webhook missing data → Slack error alert ensures nothing is silently ignored.

Troubleshooting Guide

Need Help?

If you want help customizing this workflow or extending it into a complete revenue recovery automation suite:

WeblineIndia can support you with:

• Jira & Slack automation pipelines
• Payment provider webhook integrations
• Finance workflow optimization
• AI-based billing insights
• End‑to‑end automation solutions

Reach out anytime for expert implementation or enhancements.