Customerly + Stripe Integration

Integrate Customerly to Stripe in one click, or tell Integrately AI how you want each lead handled. Create a Stripe customer from every Customerly lead, generate invoices, and log transaction details instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
  • 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    Charge dispute funds are withdrawn in Stripe Instant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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • 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 Customerly + Stripe Integration

Create customers, generate invoices, track transactions, and update CRM profiles, all in just one click.

Most popular automationsmost-popular-automations
Stripe + Customerly Integration

Create Customerly contact from new Stripe charge

If you've been using Stripe to power your online payments, you'll be happy to know that integration with Customerly will make it even easier for you to keep track of your payments and contact.

With this integration, when a charge is added in Stripe, a contact will automatically be created in Customerly. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Stripe and Customerly, be sure to check it out!
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  • 1of1
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 Customerly + Stripe flow

Sync financial records with your CRM, alert your team on messaging apps, and keep marketing lists updated across your tools. Pick a combination and activate it in one click.

Customerly
Stripe
+
ShopifyShopify (6)
+
IntercomIntercom (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
+
HubSpotHubSpot (5)
S
C
S
When a Shopify order is created, create a lead in Customerly and create a customer in Stripe.
Every new Shopify order automatically registers a lead in Customerly and sets up a customer profile in Stripe.
S
C
S
When a Shopify customer is created, create a user in Customerly and create a customer in Stripe.
New Shopify customers are added to Customerly and Stripe simultaneously without manual intervention.
S
C
S
When a Shopify order is fulfilled, update the user in Customerly and capture a payment intent in Stripe.
Fulfilled orders update user records in Customerly and capture payment intents in Stripe automatically.
S
C
S
If a Shopify order total exceeds 100 dollars, create a lead in Customerly and create an invoice in Stripe.
High-value Shopify orders trigger a priority lead in Customerly and generate a Stripe invoice.
S
C
S
Use Claude to categorize every new Shopify order, create a lead in Customerly, and create a customer in Stripe.
Claude analyzes incoming Shopify orders before creating Customerly leads and Stripe customer records.
S
C
S
When a Shopify order is cancelled, void the invoice in Stripe and update the user in Customerly.
Cancelled store orders automatically void the corresponding Stripe invoice and update Customerly records.

Supported triggers and actions for Customerly and Stripe

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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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 Customerly + Stripe?

Streamline your customer engagement and billing operations by connecting Customerly and Stripe for seamless workflow execution.

What you can automate?
๐Ÿ”„
Sync Customerly leads into Stripe customers
Automatically provision a customer profile in Stripe the moment a new lead is registered in Customerly. Eliminate manual account creation and bridge your sales pipeline with billing.
๐Ÿงพ
Generate invoices from engagement triggers
Create Stripe invoices instantly whenever a customer completes a specific action or hits a threshold in Customerly. Keep billing aligned with actual customer behavior.
๐Ÿ””
Alert your team on payment events
Send instant notifications to your team channels whenever subscription payments succeed or fail in Stripe. Keep sales and finance aligned on real-time account status.
๐Ÿ”€
Route workflows based on plan data
Perform different follow-up actions in Customerly depending on whether a customer selects a basic or enterprise tier in Stripe. Tailor your engagement strategies automatically.
๐Ÿ“
Keep customer records updated across platforms
Automatically update user tags and contact properties in Customerly whenever subscription details or billing statuses change in Stripe. Ensure single-source-of-truth accuracy.
๐Ÿ‘ฅ
Prevent duplicate records during sync
Search existing customer entries before creating new profiles across Customerly and Stripe. Maintain clean databases without redundant records.
๐Ÿ’ณ
Manage subscription changes and cancellations
Trigger automated CRM updates and retention tasks whenever a Stripe subscription is updated, cancelled, or encounters a failed payment. Protect your recurring revenue.
๐ŸŒ
Extend flows to spreadsheets and messaging
Push payment and CRM data straight into Google Sheets, Slack, or HubSpot after your core Customerly and Stripe automation completes. Keep your entire toolstack synchronized.
And much more...

Who is Customerly + Stripe integration for?

Connecting Customerly and Stripe streamlines payment tracking and customer management, helping teams eliminate manual data entry and keep records accurate across platforms.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer success teams
Customer success teams
Operations specialists
Operations specialists
Customer success leads
Customer success leads
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports but your CRM and billing numbers never match because someone has to export data by hand, so the financial summaries you present are always outdated โ€” automating both apps means every payment transaction and user record syncs instantly and your figures stay accurate.
โšก
Sales representatives
You need to act fast when new buyers register, but you find out about paid invoices hours later after checking multiple dashboards, so hot leads grow cold before you reach out โ€” integrating these apps means every new customer notification fires immediately and your outreach happens right away.
๐Ÿค
Account managers
You answer to clients who want immediate proof that their subscription changes and user profiles are updated, but manual sync delays leave them asking for status checks, so trust erodes โ€” with this integration, every account update flows across systems automatically and your clients see prompt execution.
๐Ÿ“Š
Customer success teams
The volume of inbound user sign-ups is too high for anyone to keep up with manual billing entry, so subscription tiers and CRM notes fall out of sync, so billing errors slip through โ€” connecting these apps means user records and payment profiles update in tandem and administrative overhead disappears.
โš™๏ธ
Operations specialists
You own the billing pipeline and depend on upstream CRM actions to trigger invoices, but missed handoffs stall your payment collection process, so revenue collection slows down โ€” automating both apps means every customer creation instantly triggers invoicing and your workflow runs without friction.
๐Ÿ”
Customer success leads
You need a reliable transaction history for customer accounts, but you keep finding gaps between support records and payment logs, so churn risks go unnoticed โ€” this integration means every interaction and payment status is recorded end-to-end and your customer history remains complete.
Our team

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Why choose Integrately to automate Customerly + Stripe

Build and manage your Customerly + 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 Customerly + Stripe with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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 โ€” 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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How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Customerly to Stripe?
Frequently Asked Questions
You can connect Customerly to Stripe in 1-click using ready-made automations on Integrately, or ask Integrately AI to build the integration for you. It also works seamlessly with tools like Shopify, Slack, and Google Sheets.
Can I automatically create Stripe customers from Customerly leads?
Frequently Asked Questions
Can I connect Customerly, Stripe, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Stripe?
Frequently Asked Questions
How are new leads handled between Customerly and Stripe?
Frequently Asked Questions
Can I track paid Stripe invoices in Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Stripe?
Frequently Asked Questions
Is the Customerly and Stripe integration free?
Frequently Asked Questions
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Popular Customerly Integrations
Connect Customerly with CRM, email marketing, and helpdesk tools to optimize customer engagement.
Stripe
Popular Stripe Integrations
Sync Stripe with accounting, invoicing, and reporting platforms to streamline payment operations.
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