Email Customers Before Their Card Expires to Prevent Failed Payments
Reduce involuntary churn by detecting Stripe cards that expire soon and proactively emailing customers a secure link to update their payment method.
- 1
Schedule a Monthly Scan
Add a
Schedule Triggerrunning early each month. - 2
Find Cards Expiring Soon
Add a
Stripe/HTTP Requestnode listing customers whose default card expires this month or next. - 3
Create a Billing Portal Link
Add a
Stripenode generating a customer billing portal session so they can securely update their card. - 4
Send the Reminder
Add a
Gmailnode emailing each customer a friendly heads-up with the secure update link. - 5
Activate and Test
Activate the workflow and run it against a test customer with a near-expiry card. Confirm the email and portal link work.
Frequently asked questions
Is it safe to email a portal link?
Yes. Stripe billing portal sessions are single-purpose and tied to the customer, so no card data is ever exposed in the email.
Can I follow up if they don't update?
Add a second scheduled check a week later that re-emails customers whose card is still expiring soon.
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