Stripe integration
Sync your billing, customers, products, and subscriptions into your service management system for complete visibility into financial operations.
What it connects
- Customer accounts and contact information from your Stripe account help you track billing relationships and customer details.
- Product catalog data provides visibility into your service offerings and their configurations.
- Active and past subscription information shows which services customers are using and their current billing status.
- Invoice records track all billing history and payment status, connecting customers to their financial transactions.
What it automates
- Create new customer records in Stripe to establish billing relationships for new accounts.
- Update existing customer information like contact details and billing addresses as your customer data changes.
- Cancel subscriptions to automatically offboard customers or reduce service costs without manual processing.
- Create and void invoices, and send billing statements directly to customers from your workflow automation.
In practice
When onboarding new users, automatically create customer records in Stripe and link them to your service management system for unified billing visibility.
Monitor subscription cancellations and automatically trigger compliance workflows to ensure proper offboarding and data handling procedures are completed.
Track billing disputes and payment issues by syncing invoice data, enabling IT teams to quickly identify customers with payment problems affecting service access.
Forecast costs and manage license spending by analyzing subscription and invoice trends, helping teams optimize software spending and plan budget allocations.
