PandaDoc + Stripe

Create or update PandaDoc contacts for new Stripe customers

Easily keep your contacts updated with this seamless integration between Stripe and PandaDoc. When a new customer is added in Stripe, this workflow will create or update their corresponding contact information in PandaDoc, ensuring accurate records without any manual effort. Stay organized while saving time and minimizing data entry errors with this streamlined solution.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
Try It
Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intentsRequired
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Scheduled
Try It

- Status
- Collection Method
- Customer ID
- Subscription ID
Trigger
Scheduled
Try It
- Products
Trigger
Scheduled
Try It

Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Warning
- Payment IDRequired
- 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
- 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
- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Confirmation Page
- Metadata
Action
Write
- NameRequired
- Description
- Image
- Tax Code
- Metadata
Action
Write
- Payment LinkRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Stripe Charge IDRequired
Action
Search
- Invoice IDRequired
Action
Search
- Customer IDRequired
- Price ID
- Status
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
Try It
New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Scheduled
Try It
- Subscription IDRequired
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
- AmountRequired
- CurrencyRequired
- 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
- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer IDRequired
- ItemsRequired
- Collection MethodRequired
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer IDRequired
- 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
- Find by
- QueryRequired
Action
Search
- Payment Intent IDRequired
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more Help

Related categories

Documents

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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 Help

Related categories

Payment Processing

PRODUCTS

CAPABILITIES

By team

PandaDoc + Stripe

Create or update PandaDoc contacts for new Stripe customers

Canceled Subscription

Failed Payment

New Charge

New Dispute

New Event

Event Types

New Invoice

Status

Collection Method

Customer ID

Subscription ID

New Payment Link

Products

Updated Subscription

Confirm Payment

Warning

Payment IDRequired

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

Create Invoice

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