Integrate OnePageCRM with Stripe

Send information between OnePageCRM and Stripe automatically, without writing any code, using Zoho Flow.

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Create an invoice in Stripe for newly acquired deals in OnePageCRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Stripe each time a deal is won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Stripe.
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Create an invoice in Stripe for newly acquired deals in OnePageCRM

OnePageCRM + Stripe

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Supported triggers and actions

Integrate OnePageCRM and Stripe using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New contact

Triggers when a new contact is created

Deal won

Triggers when a deal is won

New action

Triggers when a new action is created

Invoice item listed

Triggers when a new invoice item is listed

New session created

Triggers when a new session is created

Payment created

Triggers when a new payment is created

Refund created

Triggers when a new refund is created

Customer added

Triggers when a new customer is added

Plan created

Triggers when a new Stripe plan is created

Order created

Triggers when a new order is created

Coupon added

Triggers when a new Stripe coupon is added

Credit charge created

Triggers when a credit card is charged

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Create customer

Creates a new customer

Create invoice item

Creates a new invoice item

Create plan

Creates a new plan

Create coupon code

Creates a new coupon code

Create subscription

Creates a new subscription

Create product

Creates a new product

Create invoice

Creates a new invoice

Update customer

Updates an existing customer

Fetch coupon code

Fetches the details of an existing coupon code by its ID

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Find customrer payment method

Finds a customer's payment method

Fetch invoice

Fetches the details of an existing invoice

Fetch promo code

Fetches the details of an existing promo code by its ID

Fetch payment

Fetches the details of an existing payment by ID

Fetch product

Fetches a product by name or ID

Fetch order

Fetches an order by ID

Fetch plan

Fetches a plan by nick name or plan ID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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