Connect Stripe and Salesmate to Build Intelligent Automations

Choose a Trigger

Stripe

When this happens...

Choose an Action

Salesmate

Automatically do this!

Ready to use Stripe and Salesmate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Created

New Customer Created

Runs when customer is created

Payment Link Created

Payment Link Created

Runs when payment link created

Customer Subscribes

Customer Subscribes

Runs when customer subscribes

Subscription Ends

Subscription Ends

Runs when subscription ends

New Charge Is Created

New Charge Is Created

Runs when charge is created

New Event Occurs

New Event Occurs

Runs when new event occurs

Do thisActions

Action is the task that follows automatically within your Stripe integrations.

Find a Subscription

Find a Subscription

Retrieves subscriptions from your Stripe account with flexible filtering options.

Find Invoice

Find Invoice

Search and retrieve Stripe invoices using smart filters like customer email, subscription, status, and date.

Find Payment Intents

Find Payment Intents

Locate payment intents

Find Customer

Find Customer

Find customer by ID/email/date

Create Invoice

Create Invoice

Create a new Stripe invoice

Delete Customer

Delete Customer

Permanently remove a customer.

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Frequently Asked Questions

How do I start an integration between Stripe and Salesmate?

To start, connect both your Stripe and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Stripe triggers actions in Salesmate (or vice versa).

Can we customize how data from Stripe is recorded in Salesmate?

Absolutely. You can customize how Stripe data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Stripe and Salesmate?

The data sync between Stripe and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Stripe to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Stripe and Salesmate?

Yes, you can set conditional logic to control the flow of data between Stripe and Salesmate. 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.

Stripe

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.

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Salesmate

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 More