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Set up your first integration

Quickly connect Copilot to Stripe with a Zapier template.

Our most popular template

Create new Copilot clients from new Stripe subscriptions
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Stripe + Copilot

Create new Copilot clients from new Stripe subscriptions

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Stripe + Copilot

How Zapier works

Zapier makes it easy to integrate Copilot with Stripe - no code necessary. See how you can get setup in minutes.

Select a trigger from Copilot

A trigger is an event that starts your Zap and runs the workflow. For example, with Copilot, a trigger could be "List App Installs."

A trigger is the event that kicks off your automated workflow.

Setup an action from Stripe

An action is what takes place after the automation is triggered. For example, with Stripe, the action could be "Cancel Subscription."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Copilot to Stripe

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Copilot to Stripe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Copilot + Stripe integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Stripe

How do I integrate Copilot with Stripe?

Integrating Copilot with Stripe involves setting up triggers and actions using our platform. First, you need to authenticate your Stripe account in the Copilot dashboard. Then, you can begin creating workflows that use events such as 'New Charge' or 'Payment Successful' as triggers to kick off specific actions, like notifying your team or updating a database.

What types of triggers are available for Stripe in Copilot?

With our integration, you can set up workflows that are triggered by various Stripe events. Common triggers include new customer creation, successful charges, payment failures, and subscription updates. These triggers allow you to automate tasks such as sending notifications or updating other apps and services.

Can I create custom actions in Copilot for Stripe events?

Yes, through our platform you can define custom actions that respond to specific Stripe events. Once you've set up a trigger using a Stripe event like 'Subscription Canceled', you can customize the actions that should follow—such as sending personalized emails or altering membership statuses in your user database.

Is there support for handling failed payments between Copilot and Stripe?

Yes, when a payment fails in Stripe, we can trigger specific follow-up actions such as retrying the charge after a set period, notifying your billing team via email or Slack, and even integrating with customer support tools to log an issue.

How frequently does Copilot check for new data from Stripe?

We continuously monitor connected apps for new activities. For example, if there's a new transaction in Stripe, it will trigger the related workflows almost instantly to ensure timely execution of your defined actions.

Does integrating Copilot with Stripe require coding skills?

No coding skills are required to integrate Copilot with Stripe. Our platform offers a user-friendly interface where you can simply connect accounts and define triggers and actions with clicks instead of code.

What happens if there's an error during data synchronization between Copilot and Stripe?

If an error occurs during synchronization between our system and Stripe, you'll receive an alert detailing what went wrong. We provide diagnostic information so you can correct the issue promptly. In many cases, retries are automatically attempted based on preset configurations.

Connect Copilot and Stripe to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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- File Channel Id
  Required
- Folder path
- Limit
Trigger
Scheduled
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
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Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
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- Limit
Trigger
Scheduled
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
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Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
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Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
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- File Channel Id
  Required
- Limit
Trigger
Scheduled
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- Recipient ID
Trigger
Instant
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- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Channel ID
  Required
- Folder path
- Link url
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write
Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Instant
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New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is created.
Trigger
Scheduled
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New Payment
Triggers when a new payment is completed.
Trigger
Instant
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New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Scheduled
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- Subscription ID
  Required
Action