Clientify + Stripe Integration

Integrate Clientify to Stripe in one click, or tell Integrately AI how you want each customer handled. Create contacts, log subscriptions, issue invoices, and update deal stages automatically.

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1.
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • Stripe
    Subscription is cancelled in Stripe Instant
  • Stripe
    Subscription is updated in Stripe Instant
  • Stripe
    Invoice is paid in Stripe Instant
  • Stripe
    Transaction is created in Stripe
  • Stripe
    Subscription is created in Stripe Instant
  • Stripe
    Charge is captured in Stripe Instant
  • Stripe
    Charge is successful in Stripe Instant
  • Stripe
    Charge is failed in Stripe Instant
  • Stripe
    Customer is created in Stripe Instant
  • Stripe
    Customer is updated in Stripe Instant
  • Stripe
    Charge dispute is created in Stripe Instant
  • Stripe
    Fraud warning is created in Stripe Instant
  • Stripe
    Charge dispute funds are withdrawn in Stripe Instant
  • Stripe
    Fraud warning is updated in Stripe Instant
  • Stripe
    Charge dispute is closed in Stripe Instant
  • Stripe
    Charge dispute funds are reinstated in Stripe Instant
  • Stripe
    Charge dispute is updated in Stripe Instant
  • Stripe
    Issuing dispute is created in Stripe Instant
  • Stripe
    Issuing dispute fund is reinstated in Stripe Instant
  • Stripe
    Issuing dispute is closed in Stripe Instant
  • Stripe
    Issuing dispute is submitted in Stripe Instant
  • Stripe
    Issuing dispute is updated in Stripe Instant
  • Stripe
    Checkout session is completed in Stripe Instant
  • Stripe
    Payment intent is successfully paid in Stripe Instant
  • Stripe
    Payment intent is created in Stripe Instant
  • Stripe
    Payment intent is failed in Stripe Instant
  • Stripe
    Refund is issued in Stripe
  • Stripe
    Event is added in Stripe
  • Stripe
    Invoice is created in Stripe Instant
  • Stripe
    Invoice is updated in Stripe Instant
  • Stripe
    Invoice is sent in Stripe Instant
  • Stripe
    Draft invoice is finalized in Stripe Instant
  • Stripe
    Draft invoice is deleted in Stripe Instant
  • Stripe
    Coupon is added in Stripe
  • Stripe
    Invoice payment is successful in Stripe Instant
  • Stripe
    Payout is created in Stripe Instant
  • Stripe
    Dispute is created in Stripe
  • Stripe
    Invoice payment is failed in Stripe Instant
  • Stripe
    Payout is updated in Stripe Instant
  • Stripe
    Payout attempt is failed in Stripe Instant
  • Stripe
    Payment intent is cancelled in Stripe Instant
  • Stripe
    Payment intent requires action in Stripe Instant
  • Stripe
    Payout is cancelled in Stripe Instant
  • Stripe
    Product is created in Stripe Instant
  • Stripe
    Product is updated in Stripe Instant
  • Stripe
    Product is deleted in Stripe Instant
  • Stripe
    Invoice item is created in Stripe Instant
  • Stripe
    Invoice item is updated in Stripe Instant
  • Stripe
    Invoice item is deleted in Stripe Instant
  • Stripe
    Plan is created in Stripe Instant
  • Stripe
    Plan is updated in Stripe Instant
  • Stripe
    Plan is deleted in Stripe Instant
  • Stripe
    Quote is created in Stripe Instant
  • Stripe
    Quote is accepted in Stripe Instant
  • Stripe
    Quote is cancelled in Stripe Instant
  • Stripe
    Quote is finalized in Stripe Instant
Arrow Right
2.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • Stripe
    Void invoice in Stripe
  • Stripe
    Get checkout session by id in Stripe
  • Stripe
    Search checkout session in Stripe
  • Stripe
    Create customer in Stripe
  • Stripe
    Search customer by email in Stripe
  • Stripe
    Get customer by id in Stripe
  • Stripe
    Update customer in Stripe
  • Stripe
    Delete customer in Stripe
  • Stripe
    Send invoice in Stripe
  • Stripe
    Create an invoice in Stripe
  • Stripe
    Create an invoice (line item support) in Stripe
  • Stripe
    Search latest invoice by customer id in Stripe
  • Stripe
    Finalize invoice in Stripe
  • Stripe
    Update invoice in Stripe
  • Stripe
    Get invoice by id in Stripe
  • Stripe
    Delete draft invoice in Stripe
  • Stripe
    Create a subscription in Stripe
  • Stripe
    Cancel subscription in Stripe
  • Stripe
    Search subcriptions by customer in Stripe
  • Stripe
    Get subscription by id in Stripe
  • Stripe
    Create product in Stripe
  • Stripe
    Search product by name in Stripe
  • Stripe
    Get product by id in Stripe
  • Stripe
    Update product in Stripe
  • Stripe
    Delete product in Stripe
  • Stripe
    Create an invoice item in Stripe
  • Stripe
    Update invoice item in Stripe
  • Stripe
    Create payment link in Stripe
  • Stripe
    Create price for product in Stripe
  • Stripe
    Create coupon in Stripe
  • Stripe
    Create payout in Stripe
  • Stripe
    Search product price by product id in Stripe
  • Stripe
    Attach payment method in Stripe
  • Stripe
    Create payment method in Stripe
  • Stripe
    Confirm a payment intent in Stripe
  • Stripe
    Update coupon in Stripe
  • Stripe
    Delete coupon in Stripe
  • Stripe
    Delete invoice item in Stripe
  • Stripe
    Cancel a payment intent in Stripe
  • Stripe
    Cancel payout in Stripe
  • Stripe
    Capture a payment intent in Stripe
  • Stripe
    Get payment intent by id in Stripe
  • Stripe
    Search latest payment intent by customer in Stripe
  • Stripe
    Get charge by id in Stripe
  • Stripe
    Search latest charge for customer in Stripe
  • Stripe
    Search customer by meta data in Stripe
  • Stripe
    Search subscription by meta data in Stripe
  • Stripe
    Create customer balance transaction in Stripe

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Ready Workflows Ready Workflows for Clientify + Stripe Integration

Capture customers, record subscriptions, track invoice payments, and update deal stages, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientify + Stripe flow

Notify your team on messaging apps, sync accounting records, and log details in spreadsheets once your payments and CRM data are moving. Pick a combination and activate it in one click.

Clientify
Stripe
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
S
C
H
When a customer is created in Stripe, create a contact in Clientify and create a contact in Hubspot.
Every new Stripe customer instantly appears in Clientify and Hubspot as a contact, eliminating manual data entry across platforms.
S
C
H
When an invoice is paid in Stripe, update the deal in Clientify and create a deal in Hubspot.
Paid Stripe invoices update your Clientify deal stage and create a corresponding deal in Hubspot automatically.
C
S
H
When a contact is created in Clientify, create a customer in Stripe and create a task in Hubspot.
New Clientify contacts generate a Stripe customer profile and open a follow-up task in Hubspot.
S
C
H
Use Claude to summarise new Stripe subscriptions, update the Clientify deal, and create a Hubspot note.
Claude analyses new Stripe subscriptions, updates Clientify, and leaves a detailed brief in Hubspot.

Supported triggers and actions for Clientify and Stripe

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is created in Clientify
Triggers the automation when a new contact is added
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Contact is updated in Clientify
Triggers the automation when a contact is updated
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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Stripe
Stripe Triggers & Actions
Instant
Subscription is cancelled in Stripe
Triggers the automation when a subscription is cancelled
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Instant
Subscription is updated in Stripe
Triggers the automation when a subscription is updated
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Instant
Invoice is paid in Stripe
Triggers the automation when an invoice is marked as paid
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Transaction is created in Stripe
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Instant
Subscription is created in Stripe
Triggers the automation when a customer is signed up for a new plan.
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Instant
Charge is captured in Stripe
Triggers the automation when a payment is made
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Instant
Charge is successful in Stripe
Triggers the automation when a payment is made successfully
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Instant
Charge is failed in Stripe
Triggers the automation when the payment fails
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Instant
Customer is created in Stripe
Triggers the automation when a new customer is created
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Instant
Customer is updated in Stripe
Triggers the automation when customer details are updated
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Instant
Charge dispute is created in Stripe
Triggers the automation when a new charge dispute is created
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Instant
Fraud warning is created in Stripe
Triggers the automation when fraudulent activity is detected
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Instant
Charge dispute funds are withdrawn in Stripe
Triggers the automation when funds are withdrawn after a charge is disputed
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Instant
Fraud warning is updated in Stripe
Triggers the automation when a fraud warning is updated
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Instant
Charge dispute is closed in Stripe
Triggers the automation when a charge dispute is closed
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Instant
Charge dispute funds are reinstated in Stripe
Triggers the automation when any disputed charge funds are reinstated
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Instant
Charge dispute is updated in Stripe
Triggers the automation when a charge dispute is updated
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Instant
Issuing dispute is created in Stripe
Triggers the automation when a dispute is raised
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Instant
Issuing dispute fund is reinstated in Stripe
Triggers the automation when a dispute fund is reinstated
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Instant
Issuing dispute is closed in Stripe
Triggers the automation when a dispute is closed
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Instant
Issuing dispute is submitted in Stripe
Triggers the automation when a dispute is submitted
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Instant
Issuing dispute is updated in Stripe
Triggers the automation when a dispute is modified
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Instant
Checkout session is completed in Stripe
Triggers the automation when a checkout session is completed
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Instant
Payment intent is successfully paid in Stripe
Triggers the automation when a payment intent is successfully paid
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Instant
Payment intent is created in Stripe
Triggers the automation when a payment intent is created
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Instant
Payment intent is failed in Stripe
Triggers the automation when a payment intent fails
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Refund is issued in Stripe
Triggers the automation when a refund is issued
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Event is added in Stripe
Triggers the automation when a new event is created
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Instant
Invoice is created in Stripe
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Stripe
Triggers the automation when an invoice is updated
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Instant
Invoice is sent in Stripe
Triggers the automation when an invoice is sent
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Instant
Draft invoice is finalized in Stripe
Triggers the automation when a draft invoice is finalized
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Instant
Draft invoice is deleted in Stripe
Triggers the automation when a draft invoice is deleted
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Coupon is added in Stripe
Triggers the automation when a new coupon is added
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Instant
Invoice payment is successful in Stripe
Triggers the automation when an invoice is successfully paid
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Instant
Payout is created in Stripe
Triggers the automation when a payout is created
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Dispute is created in Stripe
Triggers the automation when a dispute is created
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Instant
Invoice payment is failed in Stripe
Triggers the automation when an invoice payment fails
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Instant
Payout is updated in Stripe
Triggers the automation when a payout is updated
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Instant
Payout attempt is failed in Stripe
Triggers the automation when a payout attempt fails
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Instant
Payment intent is cancelled in Stripe
Triggers the automation when a payment intent is cancelled
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Instant
Payment intent requires action in Stripe
Triggers the automation when a payment intent requires action
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Instant
Payout is cancelled in Stripe
Triggers the automation when a payout is cancelled
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Instant
Product is created in Stripe
Triggers the automation when a new product is created
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Instant
Product is updated in Stripe
Triggers the automation when a product is updated
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Instant
Product is deleted in Stripe
Triggers the automation when a product is deleted
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Instant
Invoice item is created in Stripe
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in Stripe
Triggers the automation when an Invoice item is updated
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Instant
Invoice item is deleted in Stripe
Triggers the automation when an Invoice item is deleted
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Instant
Plan is created in Stripe
Triggers the automation when a new plan is created
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Instant
Plan is updated in Stripe
Triggers the automation when a plan is updated
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Instant
Plan is deleted in Stripe
Triggers the automation when a plan is deleted
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Instant
Quote is created in Stripe
Triggers the automation when a new quote is created
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Instant
Quote is accepted in Stripe
Triggers the automation when any quote is accepted
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Instant
Quote is cancelled in Stripe
Triggers the automation when any quote is cancelled
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Instant
Quote is finalized in Stripe
Triggers the automation once a quote has been finalized
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Void invoice in Stripe
Voids an invoice
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Get checkout session by id in Stripe
Retrieves checkout session details by ID
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Search checkout session in Stripe
Searches for checkout sessions
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Create customer in Stripe
Adds a new customer to the database
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Search customer by email in Stripe
Searches for a customer by their email address
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Get customer by id in Stripe
Retrieves customer information based on their id
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Update customer in Stripe
Updates a customer's information
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Delete customer in Stripe
Removes a customer from the database
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Send invoice in Stripe
Generates and send invoices to clients
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Create an invoice in Stripe
Generates a new invoice
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Create an invoice (line item support) in Stripe
Creates a new invoice with support for line items
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Search latest invoice by customer id in Stripe
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Finalize invoice in Stripe
Generates and send the finalized invoice to the client
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Update invoice in Stripe
Updates invoice details based on new information
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Get invoice by id in Stripe
Retrieves a invoice using its id
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Delete draft invoice in Stripe
Removes a draft invoice
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Create a subscription in Stripe
Sets up a recurring subscription
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Cancel subscription in Stripe
Stop recurring payments and deactivate account access
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Search subcriptions by customer in Stripe
Searches and retrieve subscriptions associated with a customer
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Get subscription by id in Stripe
Retrieves a subscription record using its id
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Create product in Stripe
Generates and launch new products
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Search product by name in Stripe
Searches for a product by name
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Get product by id in Stripe
Retrieves product information using its id
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Update product in Stripe
Updates product information
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Delete product in Stripe
Removes a selected product from the database
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Create an invoice item in Stripe
Adds a new item to an invoice
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Update invoice item in Stripe
Updates the details of an invoice item in your system
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Create payment link in Stripe
Generates secure payment links for customers to make transactions
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Create price for product in Stripe
Sets a price for a product
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Create coupon in Stripe
Generates a discount code for a new promotional offer
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Create payout in Stripe
Creates a new payout
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Search product price by product id in Stripe
Searches for a product price by product id
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Attach payment method in Stripe
Attaches a payment method
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Create payment method in Stripe
Set up a new payment method
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Confirm a payment intent in Stripe
Process and verify payment transactions
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Update coupon in Stripe
Updates coupon information
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Delete coupon in Stripe
Removes coupon code from the system
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Delete invoice item in Stripe
Removes a particular item from a particular invoice
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Cancel a payment intent in Stripe
Cancels a payment transaction
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Cancel payout in Stripe
Halt the process of transferring funds to a recipient
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Capture a payment intent in Stripe
Capture payment details from a payment gateway
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Get payment intent by id in Stripe
Retrieves a payment intent by its id
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Search latest payment intent by customer in Stripe
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Get charge by id in Stripe
Retrieves a charge by its id
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Search latest charge for customer in Stripe
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Search customer by meta data in Stripe
Automatically searches for a specific customer by meta data field.
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Search subscription by meta data in Stripe
Automatically searches for a specific subscription by meta data field.
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Create customer balance transaction in Stripe
Adds a new balance transaction for the customer
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What can you automate with Clientify + Stripe?

Connect your payment processing and CRM workflows to eliminate manual busywork across your business operations.

What you can automate?
🔄
Sync every Stripe customer to Clientify contacts
Automatically generate a new contact in Clientify the moment a customer is created in Stripe, keeping your CRM database up to date without manual data entry.
📋
Capture every invoice and payment detail
Map complete Stripe invoice and payment amounts directly into your Clientify deal records instead of basic names and emails.
🔔
Alert your team about subscription events
Send instant notifications to your sales or finance channel whenever a new subscription is created or cancelled in Stripe.
🔀
Route workflows based on transaction tiers
Perform different actions in Clientify depending on whether a Stripe charge or subscription matches specific plan criteria.
📊
Keep deal stages updated as payments change
Automatically update Clientify deals when Stripe invoices are paid, failed, or refunded, ensuring your pipeline reflects reality.
🔍
Search and update existing records safely
Search for existing contacts in Clientify before creating new entries, preventing duplicate profiles when repeat customers transact.
Handle subscription cancellations and renewals
Trigger automated CRM updates and task creations whenever Stripe subscriptions are modified or cancelled by customers.
🌐
Extend your workflow to team messaging apps
Connect Clientify and Stripe data flows straight into Slack or other team channels to keep stakeholders informed of revenue milestones.
And much more...

Who is Clientify + Stripe integration for?

Sales leaders, finance managers, and business owners connect Clientify and Stripe to eliminate manual data entry, keep revenue records current, and accelerate team follow-ups.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
E-commerce founders
E-commerce founders
Operations coordinators
Operations coordinators
Customer success managers
Customer success managers
📈
Finance managers
You're reconciling payment records across platforms, but your CRM deals only update when someone manually checks transactions, so your revenue numbers are always a few hours behind — with this integration, every paid invoice updates your records instantly and your financial pipeline stays current.
Sales representatives
You're waiting for billing notifications to know when a client subscribes, but details arrive too late in your inbox, so you miss the window for immediate outreach — with this integration, every new customer creates a contact automatically and your sales team engages right away.
📋
Account managers
You answer to clients who want immediate confirmation of their payment status and subscription setups, but manual checks create frustrating delays — with this integration, every transaction updates your CRM deals and your clients receive accurate status updates instantly.
🚀
E-commerce founders
You're processing high volumes of transactions every day, but your team cannot keep up with manually creating CRM contacts for every buyer — with this integration, every Stripe customer populates your Clientify database without manual work.
🔗
Operations coordinators
You depend on upstream billing events to trigger onboarding tasks, but manual handoffs cause bottlenecks in your daily workflow — with this integration, every Stripe subscription event triggers your CRM tasks and keeps operations moving.
🔍
Customer success managers
You need a reliable customer history in your CRM, but disconnected payment logs leave gaps in your client records — with this integration, every billing event updates your customer profiles and leaves zero gaps in your history.
Our team

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Why choose Integrately to automate Clientify + Stripe

Build and manage your Clientify + Stripe automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientify + Stripe with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Clientify to Stripe?
Frequently Asked Questions
You can connect Clientify to Stripe in one click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your CRM and payment processing instantly alongside tools like Slack, Google Sheets, and HubSpot with 24/5 live support.
Can I automatically create a Clientify contact when a Stripe customer is created?
Frequently Asked Questions
Can I connect Clientify, Stripe, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Stripe?
Frequently Asked Questions
How does Clientify handle contact creation during Stripe transactions?
Frequently Asked Questions
Can Stripe invoice payments update Clientify deals?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Stripe?
Frequently Asked Questions
Is the Clientify and Stripe integration free?
Frequently Asked Questions
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