Create a customer in Stripe when a contact is created in Bitrix24

■Overview

Are you manually entering customer information managed in Bitrix24 into Stripe, your payment system? This duplicate data entry is time-consuming and can also lead to human errors such as input mistakes. This workflow automates the integration between Bitrix24 and Stripe, automatically creating customer information in Stripe whenever a new Contact is created in Bitrix24. Eliminate repetitive customer registration tasks and create an environment where you can focus on more important work.

■Who is this template for?

• Anyone who uses Bitrix24 and Stripe and wants to reduce the time spent manually entering customer information
• Anyone who wants to connect Contact management in Bitrix24 with payment management in Stripe
• Anyone responsible for eliminating human errors during customer registration and improving operational accuracy

■Benefits of using this template

• A customer is automatically created in Stripe when you register a Contact in Bitrix24, reducing the time previously spent on manual data entry
• Eliminating manual information transfer between Bitrix24 and Stripe helps prevent human errors such as input mistakes and missed registrations

■Flowbot steps

1. First, connect Bitrix24 and Stripe to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new Contact is created”
3. Then, set the Bitrix24 “Retrieve Contact information” action as an operation to retrieve the detailed information of the Contact detected by the trigger
4. Finally, set the Stripe “Create a customer” action as an operation to create customer data based on the retrieved information

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• When setting the Stripe “Create a customer” action, map the Contact information retrieved from Bitrix24 in the previous step to fields such as customer name and email address. This ensures that the information from Bitrix24 is accurately reflected in Stripe

■Notes

• ‍‍Connect both Bitrix24 and Stripe to Yoom.
• Stripe is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and data connections in configured Flowbots that use Stripe will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• See below for how to retrieve email addresses and phone numbers in Bitrix24.
  How to retrieve email addresses and phone numbers in Bitrix24