61 Easy Zapier-Stripe Automation Examples To Save You Hours

If you’re looking for ways to streamline your business operations and save hours of your time, connecting Stripe to Zapier can be just what you need.

By integrating these two tools, you can automate tasks like sending notifications, updating your databases and spreadsheets, and integrating crucial payment events with other tools.

In this article, I’ll show you how to connect Stripe to Zapier and provide 61 easy examples of Stripe-Zapier automations that you can steal to improve your business efficiency, whether you want to streamline communication, manage your books more effectively, or keep your CRM up-to-date.

So let’s get started!

Why (And How) To Connect Stripe to Zapier in 2 Minutes

Connecting Stripe to Zapier is a simple process that can be done in two minutes. But first, let’s briefly explain what Zapier and Stripe are.

Zapier is like a virtual bot that helps you streamline your workflow by connecting different applications and automating repetitive tasks. Just like a good assistant can take care of administrative tasks so that you can focus on more important work, Zapier can handle the mundane and time-consuming aspects of managing multiple apps so that you can be more efficient and productive.

Stripe, on the other hand, is a popular payment gateway that allows businesses to accept and manage online payments.

Assuming you have an account on both platforms, let’s dive into the steps to connect Stripe to Zapier:

Log in to your Zapier account and click “Create a Zap” on the sidebar.
Choose Stripe as your trigger app and select the specific trigger you want to use (e.g., new payment, new customer, canceled customer, etc.).
Click on “Sign In” under the “Account” tab.
A separate window will come up. Make sure you’re logged in to Stripe and select the appropriate account.
Connect your Stripe account to Zapier by following the on-screen instructions.

That’s it! You’ve successfully connected Stripe to Zapier to create your first Zap.

But we’re not done yet.

From here, you can customize your Zaps further by adding the actions you want the system to take automatically. We’ll discuss what are the most common integrations between Zapier and Stripe – so you can leave this article knowing the exact Zaps to set up to automate your business.

Popular Stripe Triggers & Zapier Actions Our Best Clients Use

When setting up a Stripe-Zapier integration, you’ll be combining triggers and actions to create a Zap. These are the “building blocks” for any automation – and it’s what we help clients implement every day here at Opzer.

For the purposes of this article, triggers are the events that happen in Stripe, while actions are tasks you want to automate in other apps.

Here are some common triggers and actions used in Stripe-Zapier integrations:

Common Stripe Triggers:

New Payment: This trigger fires when a new payment is processed in Stripe.
New Customer: This trigger fires when a new customer is added to your Stripe account.
Canceled Customer: This trigger fires when a customer cancels their subscription.
Failed Payment: This trigger fires when a payment fails to process.
Refund: This trigger fires when a payment is refunded.

Common Actions:

Send Internal Team Communication: You can use tools like Slack, Gmail, or SMS to send internal notifications to your team when certain events occur in Stripe. For example, you can send a Slack message to your team when a new payment is processed.
Send External Communication to Customers: You can use email, SMS, or CRMs like Hubspot or ActiveCampaign to send notifications to customers when certain events occur in Stripe. For example, you can send a welcome email to new customers or a notification when their subscription is canceled.
Update Database or Spreadsheets: Using tools like GSheets or Airtable, you can keep a customer database or spreadsheet up-to-date when certain events occur in Stripe. For example, you can add a new customer to your CRM when they make their first payment.
Update Accounting System: With tools like Quickbooks or Xero, you can automatically update your accounting system when certain events occur in Stripe. For example, you can create an invoice for a new customer or update your books when a payment is refunded.
Update Task and Project Management: Last but not least, you can use tools like ClickUp or Trello to create tasks or update your project management system when certain events occur in Stripe. For example, you can create a new task for your team when a payment is overdue.

[Zapier-Stripe] 61 Easy Zap Examples To Inspire Your Own

Now that we’ve covered the basics of connecting Stripe to Zapier and the common triggers and actions you can use to create a Zap, let’s explore examples of how to combine these components to streamline your business operations.

Here are 61 easy examples to inspire you — including a link for you to plug-and-play into your own account:

1. New Stripe Payment > Send External Communication to Customers

When a new payment is processed in Stripe, you can use email, SMS, or CRMs like Hubspot or ActiveCampaign to notify your customers. For example, you can send a welcome series to new customers or a notification when their subscription is renewed.

2. New Stripe Customer > Update Database or Spreadsheets

Automatically add new customers to your customer database or spreadsheet when they make their first payment in Stripe. This allows you to have an accurate customer database — with a log of their payments.

3. New Stripe Payment > Send Internal Team Communication

When a new payment is processed in Stripe, use tools like Slack, Gmail, or SMS to send notifications to your team. For example, you can send a Slack message to your team when a high-value payment is received.

4. New Stripe Customer > Send External Communication to Customers

Automatically send welcome emails or notifications to new customers when they are added to your Stripe account using tools like email, SMS, or CRMs like Hubspot or ActiveCampaign.

Copy this Stripe > Gmail Zap
Copy this Stripe > Hubspot Zap
Copy this Stripe > ActiveCampaign Zap
Copy this Stripe > SMS Zap

5. New Stripe Payment > Update the Accounting System

Use tools like Quickbooks or Xero to automatically create an invoice for a new payment processed in Stripe or update your books when a payment is refunded. This helps keep your accounting system up-to-date and accurate.

Copy this Stripe > Quickbooks Zap
Copy this Stripe > Xero Zap

6. New Stripe Payment > Update Task and Project Management

When a new payment is processed in Stripe, use tools like ClickUp or Trello to create new tasks or update your project management system. For example, you can create a new task for your team to send a gift to a high-value client.

Copy this Stripe > Trello Zap
Copy this Stripe > ClickUp Zap

7. New Stripe Customer > Send Internal Team Communication

Automatically send notifications to your team when a new customer is added to your Stripe account using tools like Slack, Gmail, or SMS. This allows your team to stay up-to-date on every new lead and client.

Copy this Stripe > Slack Zap
Copy this Stripe > Gmail Zap
Copy this Stripe > SMS Zap

8. New Stripe Payment > Update Database or Spreadsheets

Keep track of payment history by adding your client’s payment to your database on tools like GSheets or Airtable.

Copy this Stripe > Airtable Zap
Copy this Stripe > GSheets Zap
Copy this Stripe > Excel Zap

9. New Stripe Customer > Update the Accounting System

Use tools like Quickbooks or Xero to automatically add new customers to your accounting system when they are added to your Stripe account.

Copy this Stripe > Quickbooks Zap
Copy this Stripe > Xero Zap

10. Canceled Stripe Customer > Send External Communication to Customers

Retain customers by using Stripe-Zapier automation to send a personalized email sequence when they cancel. Offer discounts or promotions to entice them back. For example, send a friendly email with a coupon code for their next purchase.

Copy this Stripe > Gmail Zap
Copy this Stripe > Hubspot Zap
Copy this Stripe > ActiveCampaign Zap
Copy this Stripe > SMS Zap

11. Canceled Stripe Customer > Send Internal Communication

Keep your team informed when a customer cancels their subscription. Set up a notification to be sent to your team’s Slack channel or email inbox when a customer cancels their subscription.

Copy this Stripe > Slack Zap
Copy this Stripe > Gmail Zap
Copy this Stripe > SMS Zap

12. Canceled Stripe Customer > Update Database or Spreadsheet

Track canceled customers with ease by updating your database on Google Sheets or Airtable when a customer cancels their subscription. For example, automatically update the client’s status and reason for cancellation.

Copy this Stripe > Airtable Zap
Copy this Stripe > GSheets Zap
Copy this Stripe > Excel Zap

13. Failed Stripe Payment > Send External Communication to Customers

Encourage customers to update their payment information when a payment fails to process via Stripe.

Copy this Stripe > Gmail Zap
Copy this Stripe > Hubspot Zap
Copy this Stripe > ActiveCampaign Zap
Copy this Stripe > SMS Zap

14. Failed Stripe Payment > Send Internal Communication

Keep your team informed — and have them follow up with a high-value client when a payment fails to process within Stripe.

Copy this Stripe > Slack Zap
Copy this Stripe > Gmail Zap
Copy this Stripe > SMS Zap

15. Failed Stripe Payment > Update Database or Spreadsheet

When a payment fails to process, automatically add the customer’s name, email, and payment status to Google Sheets or a database like Airtable.

Copy this Stripe > Airtable Zap
Copy this Stripe > GSheets Zap
Copy this Stripe > Excel Zap

16. Refund > Update Accounting System

Automatically update your books within tools like Quickbooks or Xero to keep your accounting system up to date when a payment is refunded.

Copy this Stripe > Quickbooks Zap
Copy this Stripe > Xero Zap

17. Refund > Update Database or Spreadsheet

Track refunds with ease using by updating Google Sheet or Airtable when a payment is refunded. For example, automatically add the customer’s name, email, and refunded amount into a new row or record.

Copy this Stripe > Airtable Zap
Copy this Stripe > GSheets Zap
Copy this Stripe > Excel Zap

18. Refund > Send External Communication to Customers

Send a notification to customers to let them know their payment has been refunded, giving them peace of mind and telling them what to expect.

Copy this Stripe > Gmail Zap
Copy this Stripe > Hubspot Zap
Copy this Stripe > ActiveCampaign Zap
Copy this Stripe > SMS Zap

19. Refund > Send Internal Communication

Set up a notification to be sent to your team’s Slack channel, business phones, or email inboxes when a payment is refunded.

Copy this Stripe > Slack Zap
Copy this Stripe > Gmail Zap
Copy this Stripe > SMS Zap

Need Help Automating Your Business?

As certified Zapier experts, we’ve helped over 50 clients automate their businesses and streamline their workflows. If you’re looking to implement similar automations to take your business to the next level, we’re here to help.

Our team of automation experts can guide you through the entire process and provide customized automation solutions tailored to your specific needs.

To get started, schedule a free consultation call with us.

Let’s work together to reduce overhead costs, increase productivity, and take your business to new heights. Schedule your free consultation now and start automating your business today!

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