Copilot CRM + Stripe

Generate new Stripe invoices when new invoices are created in Copilot CRM

This workflow helps you streamline your invoicing process. When a new invoice is created in the Copilot CRM app, it prompts the creation of a corresponding invoice in Stripe. This seamless exchange eradicates the need for manual data entry, saving precious time and reducing error. By providing a smooth connection between Copilot CRM and Stripe, this workflow makes invoice management quick and efficient.

This workflow helps you streamline your invoicing process. When a new invoice is created in the Copilot CRM app, it prompts the creation of a corresponding invoice in Stripe. This seamless exchange eradicates the need for manual data entry, saving precious time and reducing error. By providing a smooth connection between Copilot CRM and Stripe, this workflow makes invoice management quick and efficient.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Invoice

    Triggers when a new invoice is added.

    TriggerPolling
  2. automatically do this!
    StripeStripe
    Create Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

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About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
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stripe logo

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