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.
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.
- automatically do this!Create Customer
Creates a new customer.
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich 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
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich 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
Try ItWhich 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
Try It