DashClicks + Stripe

DashClicks + Stripe integrations

Create customers in Stripe from new deals in DashClicks

Easily manage your new DashClicks deals and Stripe customer data with this efficient workflow. As soon as you secure a new deal on DashClicks, this automation immediately creates a customer in your Stripe account. It simplifies customer management, saves your valuable time, and allows you to focus on closing more deals for growth.

When this happens...
New Deal (Deals)Triggers when a deal is created in the Deals App.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with DashClicks and Stripe

Discover other triggers and actions you can use with DashClicks and Stripe

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?
  Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?
  Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for purchases?
  Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?
  Required
Action
Write
- Instasite Template
  Required
- Business
  Required
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search or write
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
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- Ignore payments intents
  Required
Trigger
Instant
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New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
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- Event Types
Trigger
Polling
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- Status
- Collection_method
- Customer ID
- Subscription ID
Trigger
Polling
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- Products
Trigger
Polling
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Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
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- Subscription ID
  Required
Action
Write
- Mode
  Required
- Price ID
- Quantity
- Success URL
  Required
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- Price
  Required
- Quantity
  Required
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
Action
Write
- Name
  Required
- Description
- Image
- Tax_code
- Metadata
Action
Write
- Payment Link
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account ID
  Required
Action
Search
- Stripe Charge ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Customer ID
  Required
- Price ID
- Status
Action
Search

Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
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Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?
  Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for optins?
  Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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- Which campaign should we watch for new leads?
  Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- Business
  Required
Action
Write
- People
  Required
- Type of notification
  Required
Action
Write
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search
- Email
Action
Search or write
- Email
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
Polling
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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
Polling
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Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
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- Warning
- Payment ID
  Required
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
- Warning
- Amount
  Required
- Currency
  Required
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
Action
Write
- Product
  Required
- Price (in minor units, e.g. cents)
  Required
- Currency
  Required
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer ID
  Required
- Items
  Required
- Collection_method
  Required
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer ID
  Required
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Created after
- Created before
- Currency
- Payout ID
- Source ID
- Type
- Transactions before
- Transactions after
Action
Search
- Find by
- Query
  Required
Action
Search
- Payment Intent ID
  Required
Action
Search

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

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Related categories

Marketing

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.

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Related categories

Payment Processing

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