Capsule CRM + Stripe

Create contacts in Capsule CRM for every new customer in Stripe

Whenever a new customer joins your platform on Stripe, have their details instantly added to your database in Capsule CRM so you never miss out on keeping your records up-to-date. This workflow lets Stripe and Capsule CRM work together seamlessly to make your customer management efficient and accurate, ensuring the best possible customer service delivery.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
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- Ignore payments intentsRequired
Trigger
Instant
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New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
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- Event Types
Trigger
Polling
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- Status
- Collection Method
- Customer ID
- Subscription ID
Trigger
Polling
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- Products
Trigger
Polling
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Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
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- Subscription IDRequired
Action
Write
- ModeRequired
- Price ID
- Quantity
- Success URLRequired
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
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?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment Method Types
Action
Write
- NameRequired
- Description
- Image
- Tax Code
- Metadata
Action
Write
- Payment LinkRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account IDRequired
Action
Search
- Find by
- QueryRequired
Action
Search
- Payment Intent IDRequired
Action
Search
- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Instant
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New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is created.
Trigger
Polling
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New Payment
Triggers when a new payment is completed.
Trigger
Instant
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New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Polling
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Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
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- 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
- 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
- Stripe Charge IDRequired
Action
Search
- Invoice IDRequired
Action
Search
- Customer IDRequired
- Price ID
- Status
Action
Search
- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Related categories

Payment Processing

Related Zap Templates

Create customers in Stripe for new or updated opportunities in Capsule CRM

Capsule CRM + Stripe

Create contacts in Capsule CRM for every new customer in Stripe

Canceled Subscription

Failed Payment

New Charge

New Dispute

New Event

New Invoice

New Payment Link

Updated Subscription

Cancel Subscription

Create Checkout Session

Create Invoice

Create Payment Link

Create Product

Deactivate Payment Link

API Request (Beta)

Find Account by ID

Find Customer

Find Payment

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Checkout Session Completed

Invoice Payment Failed

New Customer

New Subscription

New Invoice Item

New Payment

New Refund

Updated Dispute

Confirm Payment

Create Customer

Create Payment

Create Price

Create Subscription

Update Customer

Find Account Balance

Find Charge

Find Invoice

Find Subscription

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Stripe

Related categories

Related Zap Templates

Related Zap Templates