Create New Customer and Send Invoice

Configuring This Step Type:

From an existing flow on the Flow Builder

Click the plus (+) icon to add a step

Select “Stripe: Create New Customer and Send Invoice”

  • 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.
  • “Hide Field on Sidekick”: You can click this to hide that field from the Sidekick user and use whatever default value is entered here

Example Use in Sidekick:

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