Stripe
Introduction
This document aims to provide a comprehensive guide for integrating Stripe, a leading online payment processing platform, with Automate, along with effective management of Stripe actions utilizing the Automate Vault feature.
It outlines the seamless interaction between Automate and Stripe, emphasizing the significance of secure credential management through the Automate Vault to ensure smooth integration and automation of tasks.
What is Stripe?
This section elucidates the core functionalities and advantages of Stripe, providing context for its integration with Automate.
Overview of Stripe: Stripe is a renowned technology company offering a wide array of services for online payment processing and financial transactions. It facilitates secure and efficient payment acceptance over the internet.
Key Features: Stripe provides businesses with robust tools for payment processing, subscription management, fraud prevention, and seamless integration with developer-friendly APIs.
Automate Integration with Stripe
Describe how Automate facilitates automation of tasks using pre-built actions in Stripe, enhancing workflow efficiency.
Overview of Integration: Automate seamlessly interacts with Stripe, enabling the automation of various workflows related to customer management, invoicing, product creation, and more. This integration streamlines processes and reduces manual intervention.
Examples of Automated Tasks: Automate empowers users to automate tasks such as creating customers, generating invoices, managing products, and handling payments, leading to improved operational efficiency and customer satisfaction.
Using the Integration
Credentials
Steps to establish a secure connection between Automate and Stripe using credentials stored in the Automate Vault.
How to Create Credentials: Users can generate API keys in the Stripe dashboard and securely store them in the Automate Vault. This ensures secure authentication and access control for the integration.
Data Management
Explain how to manage data fields used within the Automate-Stripe integration, ensuring smooth data flow between the platforms.
Using Data Manager: Automate offers a Data Manager feature to organize and map data fields between Automate and Stripe, facilitating seamless data exchange and synchronization.
How To Use Actions
Create Customer
Description: Create a new customer record in Stripe.
Purpose: To add a new customer to Stripe for future transactions and management.
Usage: Users provide the customer's email address and full name as inputs.
Inputs:
Email (Required): The email address of the customer.
Full Name (Required): The full name of the customer.
Outputs: The newly created customer's details, including the customer ID and other relevant information.
Create Invoice Process
Description: Initiate the process of creating an invoice in Stripe for a specific customer.
Purpose: To generate an invoice with the specified amount and due date for seamless billing.
Usage: Users provide the customer ID, amount, currency, and days until due as inputs.
Inputs:
Customer ID (Required): The unique identifier of the customer.
Amount (Required): The amount of the invoice in cents.
Currency (Required): The currency code (e.g., USD, EUR) of the invoice.
Days Until Due (Required): The number of days until the invoice is due.
Outputs: Confirmation of the invoice creation process, along with the invoice details.
Create Product
Description: Create a new product in Stripe.
Purpose: To add a new product to Stripe for future sale and management.
Usage: Users provide the name of the product as an input.
Inputs:
Name (Required): The name of the product to be created.
Outputs: Confirmation of the product creation process, along with the product ID and other relevant details.
Delete Customer
Description: Permanently remove a customer record from Stripe.
Purpose: To delete a customer record from Stripe when no longer needed or relevant.
Usage: Users provide the customer ID of the customer to be deleted.
Inputs:
Customer ID (Required): The unique identifier of the customer to be deleted.
Outputs: Confirmation of the customer deletion process.
Get a Customer
Description: Retrieve details of a specific customer from Stripe.
Purpose: To fetch detailed information about a particular customer in Stripe.
Usage: Users provide the customer ID of the customer to be retrieved.
Inputs:
Customer ID (Required): The unique identifier of the customer to be retrieved.
Outputs: Details of the requested customer, including their name, email, and other relevant information.
Get a Product
Description: Retrieve details of a specific product from Stripe.
Purpose: To fetch detailed information about a particular product in Stripe.
Usage: Users provide the product ID of the product to be retrieved.
Inputs:
Product ID (Required): The unique identifier of the product to be retrieved.
Outputs: Details of the requested product, including its name, price, and other relevant information.
List Customers
Description: Retrieve a list of customers from Stripe.
Purpose: To fetch a list of customers stored in Stripe for further analysis or management.
Usage: Users may specify a limit to control the number of customers listed.
Inputs:
Limit: The maximum number of customers to be listed (optional).
Outputs: A list of customers, including their details such as name, email, and customer ID.
List Products
Description: Retrieve a list of products from Stripe.
Purpose: To fetch a list of products stored in Stripe for further analysis or management.
Usage: Users may specify a limit to control the number of products listed.
Inputs:
Limit: The maximum number of products to be listed (optional).
Outputs: A list of products, including their details such as name, price, and product ID.
Search Customers
Description: Search for customers based on specific criteria in Stripe.
Purpose: To retrieve a filtered list of customers based on search criteria.
Usage: Users provide a search query string and may specify additional parameters such as limit and page.
Inputs:
Query (Required): The search query string specifying the search criteria.
Limit: The maximum number of customers to be listed (optional).
Page: A cursor for pagination across multiple pages of results (optional).
Outputs: A filtered list of customers matching the search criteria.
Additional Tips
Last updated
