Integrate Zoho CRM with Stripe
Send information between Zoho CRM and Stripe automatically, without writing any code, using Zoho Flow.
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Create an invoice in Stripe for recently won deals in Zoho CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stripe whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Stripe.
Create an invoice in Stripe for recently won deals in Zoho CRM
Zoho CRM + Stripe
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Supported triggers and actions
Integrate Zoho CRM and Stripe using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Credit charge created
Triggers when a credit card is charged
Plan created
Triggers when a new Stripe plan is created
Invoice item listed
Triggers when a new invoice item is listed
Customer added
Triggers when a new customer is added
Coupon added
Triggers when a new Stripe coupon is added
New session created
Triggers when a new session is created
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
Refund created
Triggers when a new refund is created
All Actions - Actions are the automated tasks
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create product
Creates a new product
Create invoice item
Creates a new invoice item
Create invoice
Creates a new invoice
Create coupon code
Creates a new coupon code
Create plan
Creates a new plan
Create customer
Creates a new customer
Create subscription
Creates a new subscription
Update customer
Updates an existing customer
Fetch payment
Fetches the details of an existing payment by ID
Fetch promo code
Fetches the details of an existing promo code by its ID
Fetch invoice
Fetches the details of an existing invoice
Find customrer payment method
Finds a customer's payment method
Fetch customer
Fetches an existing customer by unique Stripe ID and email address
Fetch charge
Fetches an existing charge by unique Stripe ID
Fetch coupon code
Fetches the details of an existing coupon code by its ID
Fetch plan
Fetches a plan by nick name or plan ID
Fetch product
Fetches a product by name or ID
Fetch order
Fetches an order by ID
What is Zoho CRM?
What is Stripe?
Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Technical Engineer, Master Liveaboards
