Connect Salesmate and Stripe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.)
New Invoice
Triggers when a new invoice. You can filter based on the invoice's status.
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
Know More About Salesmate and Stripe Integrations
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Frequently Asked Questions
To start, connect both your Salesmate and Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Stripe (or vice versa).
Absolutely. You can customize how Salesmate 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 Salesmate 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 Salesmate 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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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