Stripe: Look up customer charges

The Stripe integration lets you use a customer email address to view all the recent charges that customer has.

Under the Integrations Lab page, find Stripe and click the “Set Up” button.

1

The Stripe integration requires an API Key for authentication. To obtain an API Key follow the instructions on the Stripe documentation page by visiting https://stripe.com/docs/keys.

Copy the API Key and then go back to the Stripe integration page and paste the key into the “API Key” field.

2

Click save to finish setting up the integration. If everything went well you should see the screen update and the Status should read as “Connected”.

3

The step type is now active and enabled in the Step Types for the Flow Builder.

4

Configuring the Step Type

5

  • Email Address: Enter a default value for the email address

Note:

  • Default Values or Empty: There is no need to specify a default value and the field can be left empty for the Rep to fill in.
  • Dynamic Variables: You can use dynamic variables for the value by clicking the “+” icon on the right. That will show you all the variables that are available for you to use.
  • Hidden: If you’d like not to show the field to the Rep, then add a default value and select the “Hidden?” checkbox.

Example Use Case in Sidekick

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