Connect ERP Docs and Stripe
Integrate ERP Docs with Stripe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document Draft from Template in ERP Docs when New Customer Created in Stripe
List Workspaces in ERP Docs when New Customer Created in Stripe
List Brand Profiles from ERP Docs when New Customer Created in Stripe
Create Brand Profile in ERP Docs when New Customer Created in Stripe
Create Document Draft from Template in ERP Docs when Payment Link Created in Stripe
Popular ERP Docs + Stripe flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Stripe
Automatically do this!
Find a Subscription
Find Invoice
Find Payment Intents
Find Customer
Create Invoice
Delete Customer
Update Customer
Deactivate Payment Link
Create Product
Create Customer
Cancel Subscription
Create Price
Collect Payment
Create Payment Link
Search Invoice Details
Search Customer
Create Document Draft from Template in ERP Docs when New Customer Created in Stripe
Use this flowList Workspaces in ERP Docs when New Customer Created in Stripe
Use this flowList Brand Profiles from ERP Docs when New Customer Created in Stripe
Use this flowCreate Brand Profile in ERP Docs when New Customer Created in Stripe
Use this flowCreate Document Draft from Template in ERP Docs when Payment Link Created in Stripe
Use this flowList Workspaces in ERP Docs when Payment Link Created in Stripe
Use this flowList Brand Profiles from ERP Docs when Payment Link Created in Stripe
Use this flowCreate Brand Profile in ERP Docs when Payment Link Created in Stripe
Use this flowCreate Document Draft from Template in ERP Docs when Customer Subscribes on Stripe
Use this flowList Workspaces in ERP Docs when Customer Subscribes on Stripe
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Stripe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Runs when customer is created
Payment Link Created
Runs when payment link created
Customer Subscribes
Runs when customer subscribes
Subscription Ends
Runs when subscription ends
New Charge Is Created
Runs when charge is created
New Event Occurs
Runs when new event occurs
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Create Document Draft from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Find a Subscription
Retrieves subscriptions from your Stripe account with flexible filtering options.
Find Invoice
Search and retrieve Stripe invoices using smart filters like customer email, subscription, status, and date.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About 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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Stripe accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Stripe as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Stripe. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Stripe, and a separate workflow where Stripe triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Stripe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Stripe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
