Stripe
Process payments, manage subscriptions, and handle financial operations for your online business.
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What teams automate with Stripe
7 realistic workflows that combine Stripe with your other apps.
- Finance
Each morning scan Stripe and Salesforce for unpaid invoices, failed payments and unbilled deals, then alert finance with cash recovery actions.
- Finance
When a Stripe payment fails, check the account in Salesforce, draft a recovery email in Gmail, and notify AR in Slack.
- Finance
Each morning reconcile new Stripe charges against Xero, flag mismatches, and alert finance in Slack.
- RevOps
Weekly sync Stripe subscription data to Salesforce, fix missing fields in Xero, and publish a quality report in Slack.
- Sales
When a deal closes in Salesforce, create the billing profile in Stripe and confirm onboarding details in Slack.
- Ops
Each Friday export SaaS spend from Stripe, compare vendors in Xero, and share renewal risks in Slack.
- Customer Success
When an account is overdue in Stripe, review history in Salesforce, propose a payment plan in Gmail, and alert the CSM in Slack.
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