Stripe

The Stripe piece in ZBrain Flow provides seamless integration with Stripe's payment processing platform, allowing you to automate customer management and other tasks directly from your workflows. This powerful connector enables you to create and manage customers, generate invoices, and access Stripe data without manual intervention. With Stripe integration, you can build automations that handle customer onboarding, invoicing, payment tracking, and financial record-keeping across your business processes. This piece is ideal for organizations looking to streamline their payment operations, automate billing tasks, and maintain consistent financial data across their digital ecosystem.

How to Use Stripe in ZBrain Flow

Select Stripe as Your Connection

• Click on the '+' button in the Flow and search for Stripe.

• Select Stripe.

• Decide on the action you need, then select it. ZBrain Flow provides several options:

  • Create Customer – Add new customers to your Stripe account.

  • Create Invoice – Generate invoices for your customers.

  • Search Customer – Find customers by their email address.

  • Retrieve Customer – Get detailed information about a specific customer.

  • Custom API Call – Send a custom API call to a specific endpoint.

How to Add New Customers to Stripe

Step 1: Connect to Stripe

• From the 'Secret API Key' dropdown, click on 'Create connection'.

• If creating a new connection, provide:

  • A descriptive 'Connection Name'

  • Your 'Secret API Key' from the Stripe dashboard

• Click 'Save' to create the connection.

Step 2: Enter Basic Customer Information

• In the 'Email' field, enter the customer's email address.

• In the 'Name' field, enter the customer's full name.

• In the 'Description' field, optionally add further details or notes about this customer.

• You can enter the customer's phone number in the' Phone' field.

Step 3: Add Billing Address (Optional)

• In the 'Address Line 1' field, enter the customer's street address.

• In the 'Postal Code' field, enter the ZIP or postal code.

• In the 'City' field, enter the customer's city.

• In the 'State' field, enter the customer's state or province.

• In the 'Country' field, enter the country name.

How to Create an Invoice in Stripe

Step 1: Connect to Stripe

For connecting to your Stripe account, follow the first step in the "How to Add New Customers to Stripe" section above.

Step 2: Specify Invoice Details

• In the 'Customer ID' field, enter the Stripe identifier for the customer being billed.

• In the 'Currency' field, enter the currency code (e.g., USD, EUR, GBP).

• In the 'Description' field, optionally add details about what this invoice is for.

How to Find Customers by Email

Step 1: Connect to Stripe

For connecting to your Stripe account, follow the first step in the "How to Add New Customers to Stripe" section above.

Step 2: Enter Search Criteria

• In the 'Email' field, enter the email address of the customer you want to find. The email should match the one used when the customer was created in Stripe.

How to Retrieve Detailed Client Information

Step 1: Connect to Stripe

For connecting to your Stripe account, follow the first step in the "How to Add New Customers to Stripe" section above.

Step 2: Specify Customer

• In the 'ID' field, enter the unique Stripe identifier for the customer you want to retrieve.

How to Make a Custom API Call to Stripe

Step 1: Connect to Stripe

For connecting to your Stripe account, follow the first step in the "How to Add New Customers to Stripe" section above.

Step 2: Specify API Endpoint

• In the 'URL' field, enter the Stripe API base URL with the specific endpoint you want to access. The default is "https://api.stripe.com/v1", which should be extended with endpoints like "/customers" or "/invoices".

Step 3: Select Request Method

• From the 'Method' dropdown, choose the appropriate HTTP method (GET, POST, DELETE, etc.).

Step 4: Configure Headers (Optional)

• Click 'Add Item' in the 'Headers' section to add any custom headers. Note that authorization headers are automatically injected from your connection.

Step 5: Add Query Parameters (Optional)

• Click 'Add Item' in the 'Query Parameters' section to add URL parameters.

Step 6: Provide Request Body (Optional)

• For POST or PUT requests, enter the JSON data to send in the 'Body' field.

Step 7: Set Error Handling (Optional)

• Enable 'No Error on Failure' if you want the flow to continue even if the API request fails.

• Set a 'Timeout' value in seconds to limit the request duration.