Salesforce
Stripe

Salesforce and Stripe Integration

Connecting Salesforce with Stripe helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Salesforce and Stripe, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Send Invoice
Manually send an invoice to your customer out of the normal schedule
Search Customers
Search customers by various attributes like email domain, created date, etc
Retrieve the Current Balance
Retrieves the current account balance
Retrieve Product
Retrieve a product by ID
Retrieve Checkout Session Line Items
Given a checkout session ID, retrieve the line items
Retrieve Invoice Line Item
Retrieve a single line item on an invoice
Retrieve a Refund
Retrieves the details of an existing refund
Retrieve a Price
Retrieves the details of an existing product price
Retrieve a Payment Intent
Retrieves the details of a payment intent that was previously created

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Salesforce and Stripe?

With Ayudo, Salesforce and Stripe collaborate natively so your team can act on leads right where they manage payments. Field mapping, conditional rules, and two way options help you control how data flows and who is notified. This gives your team better visibility, faster follow ups, and cleaner reporting across both systems. For example, Create Salesforce contacts from payments Update opportunities when payments complete

Connect
Salesforce
and
Stripe
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Salesforce with Stripe?

A straightforward win is Update opportunities for cancellations. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a record of the selected type is updated. See the documentation and then perform Search Customers in Stripe?

Yes, you can set up a workflow so that when trigger new event when a record of the selected type is updated. See the documentation, Ayudo carries out Search Customers in Stripe. You control filters and field mappings so only the right events trigger the action.

Can we start from Stripe and drive Find Records in Salesforce?

Absolutely. When trigger new event for each new dispute, Ayudo can run Find Records in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Is the sync one way or two way between Salesforce and Stripe?

Setup is guided and code free and you can define field mappings, filters, and schedules. You also control who can create or approve workflows so the process stays governed.

What problems does connecting Salesforce and Stripe actually solve?

Bringing the two apps together removes manual updates and missing context so your team can move faster. Ayudo keeps critical records aligned and cuts down on app switching which improves response times, data quality, and accountability.

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