Connect Copilot and Stripe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Customer
Find a Subscription
Find an Invoice
Find a Payment
Find a Customer
List All Charges
Create an Invoice
Delete a Customer
Update a Customer
Deactivate payment link
Create a Product
Create a Customer
Find Account balence
Cancel Subscription
Create a Price
Create Payment
Create Payment link
Search Invoice Details
Search Customer
Ready to use Copilot and Stripe automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Customer
Triggers when a new customer is added.
New Payment Link is Created
Trigger when a new payment link is created.
New Subscription
Triggers when a customer is signed up for a new plan.
Updated Subscription
Triggers when a customer subscription is changed.
Canceled Subscription
Triggers when a subscription is canceled(by a subscriber or due to end of billing period.)
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
Know More About Copilot and Stripe Integrations
A Step by Step Guide to Automate Customer Communication
Transform your customer communication strategy with our step-by-step automation guide. Learn how to enhance engagement and efficiency in your business operations.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Frequently Asked Questions
To start, connect both your Copilot and Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Stripe (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Stripe. This includes choosing which data fields go into which fields of Stripe, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Stripe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Stripe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.