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Elements Financial Advisor Tools + Stripe

Create new Stripe customers from Elements Financial Monitoring System prospects

Effortlessly add new prospects from your Elements Financial Monitoring System to Stripe as customers with this seamless workflow. Once set up, each time a new prospect is added in Elements, a customer will be created in Stripe, making it easier to manage your client base and process payments. Simplify your customer onboarding process and focus on growing your business with this intuitive automation.

Effortlessly add new prospects from your Elements Financial Monitoring System to Stripe as customers with this seamless workflow. Once set up, each time a new prospect is added in Elements, a customer will be created in Stripe, making it easier to manage your client base and process payments. Simplify your customer onboarding process and focus on growing your business with this intuitive automation.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    TriggerScheduled
  2. automatically do this!
    StripeStripe
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Elements Financial Advisor Tools triggers, actions, and search

    New Prospect

    Triggers when a new prospect is added to Elements.

    Trigger
    Scheduled
    Try It
  • Stripe triggers, actions, and search

    Checkout Session Completed

    Triggers when a checkout session is completed.

    Trigger
    Instant
    Try It
  • Stripe triggers, actions, and search

    Invoice Payment Failed

    Triggers when an invoice payment fails.

    Trigger
    Instant
    Try It
  • Stripe triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Instant
    Try It
  • Stripe triggers, actions, and search

    Canceled Subscription

    Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

    Trigger
    Instant
    Try It
  • Stripe triggers, actions, and search

    Failed Payment

    Triggers when a payment attempt fails.

    Trigger
    Instant
    Try It

    • Ignore payments intentsRequired

    Trigger
    Instant
    Try It
  • Stripe triggers, actions, and search

    New Dispute

    Triggers when a customer disputes a charge.

    Trigger
    Instant
    Try It
elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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stripe logo

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 moreHelp

Related categories