Using the Stripe One Time Charge Workflow Action

Overview

The Stripe One Time Charge action is a workflow step that lets you process a single, non-recurring payment for a fixed amount through your connected Stripe account. This is ideal for collecting payments for individual services or one-off purchases without setting up a subscription.

Action Details

This action requires specific information to successfully process a payment.

Configuration Settings

To configure the action, you will need to provide the following details:

• Action Name: Give the action a descriptive name for easy identification within your workflow.
• Stripe Customer ID: This is the unique identifier for the customer in your Stripe account who will be charged. This field is mandatory.
• Description: You can add a brief note about the charge for your own records. This is optional.
• Amount: Enter the total amount you wish to charge the customer.
• Currency: Select the currency for the transaction from the dropdown menu.

Example Use Case

Imagine you offer a one-time setup service for $200. You can create a workflow that automatically charges a client this fee. When the workflow runs, it uses the client's Stripe Customer ID to process a charge of $200 in US Dollars. The payment is then handled by Stripe and recorded against the customer's account.

Suggested Triggers

You can pair this action with various triggers to automate payments. Consider using it after:

• A contact submits a specific form, like a service request form.
• A particular tag (e.g., "Invoice Sent") is applied to a contact's profile.
• An appointment is confirmed in your calendar.
• An order is marked as completed in your CRM.
• A contact clicks a payment link within an email.

Additional Notes

Before using this action, you must have a Stripe account and have completed the Stripe integration setup within your CRM. Always ensure the Stripe Customer ID you provide is correct to prevent the charge from failing. Please note that this action is intended for one-time payments. To set up recurring payments, you should explore subscription-based Stripe actions. This action is designed for agencies to charge their sub-account administrators and is not intended for use by sub-accounts to charge their own contacts.