Workflow Action - Stripe One Time Charge

About the Stripe One-Time Charge Workflow Action

The Stripe One-Time Charge action is a powerful automation tool within your CRM that allows you to automatically process a single payment whenever a specific event takes place. This feature is ideal for scenarios like charging a fee for each new lead generated, a booking fee for a confirmed appointment, or a payment triggered by a form submission. By automating these transactions, you can eliminate the need for manual invoicing and ensure payments are collected instantly and reliably.

Key Benefits

• Automated Billing: Streamline your revenue collection by automatically charging customers based on predefined triggers, saving time and reducing administrative overhead.
• Secure Payments: Leverages the Stripe payment platform to handle transactions securely and efficiently.
• Flexible Triggers: Charge customers based on a wide variety of events, such as form submissions, appointment bookings, or other conditions you define in your workflow.

Prerequisites

Before you can use the Stripe One-Time Charge action, you must first connect your Stripe account to your CRM.

1. Navigate to the Settings area for the specific sub-account where you want to use this feature.
2. Click on the Integrations tab.
3. Select the option to connect your Stripe account.
4. Log in to your Stripe account and grant the necessary permissions to complete the connection.

Configuring the Stripe One-Time Charge Action

Step 1: Create or Open a Workflow

Go to the Automation section of your CRM and select Workflows. You can either create a new workflow or open an existing one to which you want to add the payment action.

Step 2: Set Up the Workflow Trigger

Click Add New Trigger. Browse the list of available triggers and select one that suits your needs, such as a form submission or an appointment booking. You can apply filters to specify which forms, calendars, or statuses will activate the trigger.

Step 3: Add the Stripe One-Time Charge Action

Click the + icon to add a new action to your workflow. Search for "Stripe One-Time Charge" and select it from the list. You can give the action a custom name for better clarity within your workflow.

Step 4: Configure the Action Settings

You will need to fill in the following details for the charge to be processed correctly:

• Customer ID: This is the unique identifier for the customer in your Stripe account. You must obtain this ID from your Stripe dashboard. To find it, log into Stripe, go to the Customers tab, select the specific customer, and copy their Customer ID from their details. If a customer does not yet have a Stripe Customer ID, you will need to create a new customer record in your Stripe dashboard first.
• Description: Enter a clear description for the charge, such as "Lead Generation Fee." This description will appear in your Stripe transaction history.
• Amount: Specify the fixed amount to be charged. If the amount should be dynamic, use the tag icon to select a custom variable.
• Currency: Use the dropdown menu to select the currency for the transaction.

Step 5: Save and Activate the Workflow

Click the Save button to store your changes. Then, enable the Publish toggle to activate the workflow. The system will now automatically process a charge through Stripe whenever the trigger condition is met.

Step 6: Testing

To ensure your workflow is functioning correctly, trigger the event (e.g., submit the form or book an appointment). You can check the Enrollment History tab within the workflow builder to see if the action was triggered. Then, log into your Stripe account to verify that the payment transaction was successfully processed.

Frequently Asked Questions

Can I charge a customer without a Stripe Customer ID?

No, a valid Stripe Customer ID is required for the workflow to process a payment. The customer must exist in your Stripe account.

What happens if a payment fails?

If the charge fails, the transaction will not be completed. The failure will be recorded in your Stripe transaction history with an error message.

Can I issue a refund for a charge made through this action?

Yes, refunds are handled directly within your Stripe dashboard. Navigate to the Payments tab, find the specific transaction, and you can issue a refund from there.

Can I set different charge amounts for different triggers?

Yes, you can create separate workflows with the Stripe One-Time Charge action, each with a different trigger and a different amount configured.

Is this action for recurring subscription payments?

No, this action is designed specifically for one-time charges. It is not intended for managing recurring subscriptions.