Stripe integration
Sync your billing, customers, products, and subscriptions into your service management system for complete visibility into financial operations.
What it connects
- Customer accounts and contact information from your Stripe account help you track billing relationships and customer details.
- Product catalog data provides visibility into your service offerings and their configurations.
- Active and past subscription information shows which services customers are using and their current billing status.
- Invoice records track all billing history and payment status, connecting customers to their financial transactions.
What it automates
- Create new customer records in Stripe to establish billing relationships for new accounts.
- Update existing customer information like contact details and billing addresses as your customer data changes.
- Cancel subscriptions to automatically offboard customers or reduce service costs without manual processing.
- Create and void invoices, and send billing statements directly to customers from your workflow automation.
In practice
- When onboarding new users, automatically create customer records in Stripe and link them to your service management system for unified billing visibility.
- Monitor subscription cancellations and automatically trigger compliance workflows to ensure proper offboarding and data handling procedures are completed.
- Track billing disputes and payment issues by syncing invoice data, enabling IT teams to quickly identify customers with payment problems affecting service access.
- Forecast costs and manage license spending by analyzing subscription and invoice trends, helping teams optimize software spending and plan budget allocations.
