AccountancyManager + Stripe

Add new AccountancyManager clients as Stripe customers

When you create a new client within AccountancyManager, a matching customer will be created within Stripe automatically. You can then go on to bill your customers using Stripe for the services completed in AccountancyManager.

When this happens...
Client Created
Triggers when a Client is created within AccountancyManager.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Created
Triggers when a Client is created within AccountancyManager.
Trigger
Instant
Client Deleted
Triggers when a Client is deleted within AccountancyManager.
Trigger
Instant
Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.
Trigger
Instant
Client Updated
Triggers when a Client/Prospect is updated within AccountancyManager.
Trigger
Instant
Create Client
Create a new Client within AccountancyManager
Action
Write
Disable Service
Disable a service for a Client within AccountancyManager.
Action
Write
Enable Service
Enable a service for a Client within AccountancyManager.
Action
Write
No Longer a Client
Marks a Client as NLAC.
Action
Write
AccountancyManager
Update a Prospect to a Client within AccountancyManager.
Scheduled
Action
AccountancyManager
Update a client within AccountancyManager
Scheduled
Action
AccountancyManager
Find a client by company name
Scheduled
Action
Stripe
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Instant
Trigger
Stripe
Triggers when someone's credit card is charged.
Instant
Trigger
Stripe
Triggers when you add a new Stripe coupon.
Scheduled
Trigger
Stripe
Triggers when a new customer is added.
Scheduled
Trigger
Stripe
Triggers when a new event like a dispute, subscription, or transfer is added.
Instant
Trigger
Stripe
Triggers when a new invoice is created (supports line items).
Scheduled
Trigger
Stripe
Triggers when a new invoice item is listed.
Scheduled
Trigger
Stripe
Triggers when a new order is created.
Scheduled
Trigger
Stripe
Triggers when a new payment is completed.
Instant
Trigger
Stripe
Triggers when you add a new Stripe plan.
Scheduled
Trigger
Stripe
Triggers when a new refund is created.
Scheduled
Trigger
Stripe
Cancels an existing subscription.
Scheduled
Action
Stripe
Creates a new subscription.
Scheduled
Action
Stripe
Creates a new customer.
Scheduled
Action
Stripe
Updates a customer.
Scheduled
Action
Stripe
Finds an existing charge by its Stripe ID.
Scheduled
Action
Stripe
Finds an existing customer by their email address or Stripe ID.
Scheduled
Action
Stripe
Finds an existing subscription.
Scheduled
Action

About AccountancyManager

AccountancyManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Learn more

Related categories

Accounting

About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn more