IntegrationsStripeWealthsimple
Stripe + Wealthsimple

Connect Stripe and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Stripe

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Stripe and Wealthsimple

Enable Integrations or automations with these events of Stripe and Wealthsimple

Triggers

New Customer

New Customer

Triggers when a new customer is added.

New Payment Link is Created

New Payment Link is Created

Trigger when a new payment link is created.

New Subscription

New Subscription

Triggers when a customer is signed up for a new plan.

Updated Subscription

Updated Subscription

Triggers when a customer subscription is changed.

Canceled Subscription

Canceled Subscription

Triggers when a subscription is canceled(by a subscriber or due to end of billing period.)

New Invoice

New Invoice

Triggers when a new invoice. You can filter based on the invoice's status.

Actions

Create Customer

Create Customer

create customer in stripe

Find a Subscription

Find a Subscription

Finds an existing subscription by its ID.

Find an Invoice

Find an Invoice

Find an existing invoice by its ID.

Find a Payment

Find a Payment

Finds an existing payment intent by its ID.

Find a Customer

Find a Customer

Finds an existing customer by their ID

List All Charges

List All Charges

List all chargers or search date specific charges

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Frequently Asked Questions

How do I start an integration between Stripe and Wealthsimple?

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

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

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

How often does the data sync between Stripe and Wealthsimple?

The data sync between Stripe and Wealthsimple 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 Wealthsimple?

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 Wealthsimple?

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

About Wealthsimple

Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.

Learn More