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
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Stripe.
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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

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated module entry

Triggers when an entry is updated in the selected module

Refund created

Triggers when a new refund is created

New session created

Triggers when a new session is created

Payment created

Triggers when a new payment is created

Plan created

Triggers when a new Stripe plan is created

Invoice item listed

Triggers when a new invoice item is listed

Order created

Triggers when a new order is created

Credit charge created

Triggers when a credit card is charged

Coupon added

Triggers when a new Stripe coupon is added

Customer added

Triggers when a new customer is added

All Actions - Actions are the automated tasks

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

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add tags

Adds tags to the specified record

Add user

Adds a new user

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Update user

Updates the details of an existing user based on user ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create coupon code

Creates a new coupon code

Create invoice

Creates a new invoice

Create product

Creates a new product

Create plan

Creates a new plan

Create subscription

Creates a new subscription

Create customer

Creates a new customer

Create invoice item

Creates a new invoice item

Update customer

Updates an existing customer

Fetch payment

Fetches the details of an existing payment by ID

Fetch invoice

Fetches the details of an existing invoice

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Fetch coupon code

Fetches the details of an existing coupon code by its ID

Fetch promo code

Fetches the details of an existing promo code by its ID

Find customrer payment method

Finds a customer's payment method

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?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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