Stripe + ClickFunnels + Xero Integrations
How to connect Stripe + ClickFunnels + Xero
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Do even more with Stripe + ClickFunnels + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Stripe, ClickFunnels, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment Link
Triggers when a new payment link is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PriceRequired
You can add a Price Description to the Price of a Product in Stripe to make it easier to find in Zapier.
QuantityRequired
Minimum adjustable quantity
By default this value is 0. You can specify a value up to 98. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Maximum adjustable quantity
By default this value is 99. You can specify a value up to 99. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Collect Tax Automatically?
To use this option, you must first enable "Automate taxes" at https://dashboard.stripe.com/setup
Allow Promotion Codes?
Collect Customers' Addresses?
Require customers to provide a phone number?
Confirmation Page
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
A tax code ID.
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Stripe are located here https://stripe.com/docs/api
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find by
Defaults to "Customer Stripe ID"
QueryRequired
Enter the Stripe ID (e.g.
cus_51kxW2Z0qQHpGc) or the email address of the customer to find.
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
Enter the Stripe ID of the payment intent to find. (e.g.
pi_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appFunnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPurchase Order Status
If left empty, Zapier will trigger on all new purchase orders, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created (supports line items).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
A positive integer in minor units (e.g. cents) or
0for a free price. For example, if your currency is USD, enter100to charge $1.00.CurrencyRequired
Must be a supported three-letter ISO currency code.
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
A subscription can be created with up to 20 items. Selecting the same item more than once will result in an error.
Collection MethodRequired
When charging automatically, Stripe will attempt to pay this subscription at the end of the cycle using the default source attached to the customer. When sending an invoice, Stripe will email your customer an invoice with payment instructions.
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe Charge IDRequired
Enter the Stripe ID of the charge to find. (e.g.
ch_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
Enter the Stripe ID of the invoice to find. (e.g.
in_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
If this field is left empty, Zapier will search for subscriptions that have not been canceled.
ActionThis is an event a Zap performs.SearchFind existing data in your appFunnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Stripe + ClickFunnels + Xero Integrations Work
- Step 1: Authenticate Stripe, ClickFunnels, and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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