Connect Espo CRM and Stripe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
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
Ready to use Espo CRM and Stripe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
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.
Know More About Espo Crm and Stripe Integrations
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Frequently Asked Questions
To start, connect both your Espo CRM and Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Stripe (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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.
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