Understanding the Stripe One-Time Charge Trigger

How the Stripe One-Time Charge Trigger Works

The Stripe one-time charge trigger allows you to initiate a payment process through Stripe when specific conditions are met in your CRM workflows. This trigger is tied directly to the Stripe integration configured within your agency settings.

Prerequisites for Using the Trigger

For the one-time charge to process successfully, the contact must have a valid payment method set as the default in their Stripe customer profile. If no default card is available, the charge will not be completed.

Setting Up the Trigger

To use this trigger, ensure you have properly connected your Stripe account in the agency settings section of your CRM. Once integrated, you can add the Stripe one-time charge trigger to any workflow and configure the amount and other details for the transaction.