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

■Overview

Are you manually registering lead information managed in Bitrix24 in Stripe for payment processing? This task is not only time-consuming but can also lead to errors caused by manual data entry.
This workflow automatically creates customer information in Stripe when a new lead is created in Bitrix24. By connecting Bitrix24 and Stripe, it eliminates the effort and errors involved in manually entering data, helping streamline your operations.

■Who Is This Template For?

• Anyone who manually registers Bitrix24 lead information in Stripe and finds the process time-consuming
• Anyone looking to automate data synchronization between Bitrix24 and Stripe to streamline operations
• Anyone who wants to simplify the process from lead acquisition to payment and respond to customers more quickly

■Benefits of Using This Template

• When a lead is created in Bitrix24, a customer is automatically created in Stripe, reducing the time spent manually transferring data.
• It helps prevent errors when entering customer information and missed data transfers, improving data accuracy between Bitrix24 and Stripe.

■Workflow

1. First, connect Bitrix24 and Stripe with Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
3. Then, set the Bitrix24 “Get contact information” action as an operation to retrieve the details associated with the lead obtained by the trigger.
4. Finally, set the Stripe “Create a customer” action as an operation to create customer data based on the information obtained through the previous actions.

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

■Customization Options

• For the Stripe customer creation action, you need to specify which information to register as customer data. Map the lead’s name, email address, and other information retrieved from Bitrix24 to the corresponding customer name, email address, and other fields in Stripe.

■Notes

• ‍‍Connect both Bitrix24 and Stripe with Yoom.
• Stripe is available only on the Team and Success plans. Please note that operations and data connections for configured workflows will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• For details on how to retrieve email addresses and phone numbers in Bitrix24, see the guide below.
  See the guide