Connect Copilot and Stripe to unlock the power of automation
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Set up your first integration
Quickly connect Copilot to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Stripe - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Copilot and Stripe, automating your workflow.
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.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and Stripe
Notify on failed payments.
Keep track of any payment issues by setting up an automation where Zapier notifies you in Copilot whenever a payment fails in Stripe. This ensures you can quickly address failed payments and keeps financial records up to date without constant manual checks.
Business OwnerSync successful payments to client profiles.
When a payment succeeds in Stripe, Zapier can update the corresponding client profile in Copilot by creating or appending necessary custom fields. This consistently logs client payment status and provides better visibility into client accounts—without manual data entry. Ideal for improving accuracy and saving time.
Marketing & Marketing OpsLearn how to automate Stripe on the Zapier blog
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.
