Update a customer in Stripe when a record is updated in Attio

■Overview

Do you use Attio as your CRM and Stripe as your payment system, but find it time-consuming to update both tools manually whenever customer information changes?
With this workflow, updates to Attio records automatically sync to Stripe customer information, streamlining data synchronization and keeping your information up to date at all times.

■Who This Template Is For

• Anyone using Attio and Stripe together who struggles with duplicate customer data entry and management
• Anyone looking to eliminate manual data entry errors and improve information accuracy
• Anyone looking to connect Attio and Stripe and automate the entire process from customer management to payment processing

■Benefits of This Template

• Updates made in Attio are automatically reflected in Stripe, reducing the time spent synchronizing data manually
• Eliminating manual data transfers helps prevent human errors such as incorrect entries and missed updates

■Workflow Overview

1. First, connect Attio and Stripe to Yoom
2. Next, select Attio as the trigger and set the action to “When a record is updated”
3. Next, set the Attio “Get record information” action as an operation to retrieve the details of the updated record
4. Next, set the Stripe “Search customer information” action as an operation to identify the customer to update
5. Finally, set the Stripe “Update customer” action as an operation to update the customer data based on the retrieved information

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

■Customizing This Workflow

• When searching for or updating customer information in Stripe, choose which values to use from the Attio record information obtained by the trigger or previous operations, such as the customer’s name and email address.

■Notes

• ‍‍Connect both Attio and Stripe to Yoom.
• Stripe is available only on the Team and Success plans. Please note that operations and Data Connects using Stripe will result in errors when configured on the Free or Mini plan.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise restricted.