Conecte monday.com y Stripe para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente monday.com a Stripe con una plantilla Zapier.
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Cómo funciona Zapier
Zapier facilita la integración de monday.com con Stripe - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Cualquier valor de columna cambió en el tablero" de monday.com.
Añade tu acción
Una acción ocurre después del trigger, como "Cancelar suscripción" en Stripe.
¡Estás conectado!
Zapier se conecta sin problemas monday.com y Stripe, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Identificación de la placaRequerido
PruébaloDesencadenarInstante- Identificación de la placaRequerido
- Nombres de grupos para trigger
PruébaloDesencadenarInstante- Identificación de la placaRequerido
PruébaloDesencadenarInstante- Identificación de la placaRequerido
- ID de columnaRequerido
PruébaloDesencadenarInstante
- Item_created_in_board_copy
- Identificación de la placaRequerido
PruébaloDesencadenarInstante- Nueva Junta Directiva
Se dispara cuando se crea un nuevo tablero.
PruébaloDesencadenarSondear - Identificación de la placaRequerido
- ID de columnasRequerido
PruébaloDesencadenarInstante- Identificación de la placaRequerido
- ID de columnaRequerido
PruébaloDesencadenarInstante
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
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25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar monday.com y Stripe
Update monday.com tasks when payments are received in Stripe
When a new payment is successfully completed in Stripe, Zapier automates the process of updating tasks in a monday.com board to reflect the payment status. This keeps financial records synchronized with project management workflows, enhancing operational efficiency and reducing missed updates.
Propietario de un negocioCreate Stripe customer entries from new leads
As soon as a new lead is added to a monday.com board, Zapier instantly creates a new customer in Stripe. This automation ensures that marketing handoffs to sales and payment systems are seamless, reducing time-to-invoice and improving the lead conversion process.
Marketing y operaciones de marketingLog invoice creation for tasks
When an invoice is created in Stripe, Zapier logs the activity in a monday.com board, such as marking the task as invoiced. This helps project managers maintain transparency across teams while saving time on manual updates, positively impacting deadline adherence and accountability.
Gestión de proyectosAprenda a automatizar monday.com en el blog de Zapier
Aprenda a automatizar Stripe en el blog de Zapier
Frequently Asked Questions about monday.com + Stripe integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con monday.com y Stripe
How do I start integrating monday.com with Stripe using Zapier?
To begin integrating monday.com with Stripe, you will need to create a Zap in your Zapier account. Select monday.com as your trigger app and Stripe as your action app. You can configure specific triggers, such as when a new item is created in monday.com, which will prompt an action in Stripe, like creating a new customer.
What triggers can I use in monday.com for this integration?
You can choose various triggers from monday.com, such as 'New Item', 'Item Updated', or 'New Board'. Each of these triggers can be set to execute actions in Stripe whenever any of these events occur within your monday.com workspace.
What actions are available in Stripe through this integration?
With this integration, you can perform actions such as creating a new charge, adding customers, or updating subscriber details in Stripe whenever certain events are triggered in monday.com.
Is it possible to update existing customers in Stripe using data from monday.com?
Yes, you can update existing customers in Stripe by setting up an appropriate action within your Zap. For instance, when an item's details change on your monday.com board, corresponding customer information can be updated automatically on Stripe.
Can I automate invoice generation on Stripe from updates made on my monday.com boards?
Certainly! You can automate the creation and sending of invoices through Stripe by setting up a trigger like 'Item Updated' in monday.com that initiates the invoice generation action within our system.
Are there any common issues I should be aware of when setting up this integration?
Some common issues include ensuring correct API key usage and matching field types between both platforms. Additionally, double-check that all required fields are correctly mapped within each step of your Zap setup to avoid errors.
How secure is the integration between monday.com and Stripe using our service?
The integration is highly secure. We ensure all data transmitted between monday.com and Stripe through our platform uses encryption protocols. It's important to maintain confidentiality with API keys and routinely review access permissions for accounts involved.
