In this how-to guide

How to create customers in Stripe when Pipedrive deals progress
1. Create your playbook and set the Pipedrive trigger as "Deal stage changed"
2. Add the "Create customer" in Stripe automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Stripe
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More how-to guides featuring Pipedrive and Stripe

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How to create customers in Stripe when Pipedrive deals progress

How to create customers in Stripe when Pipedrive deals progress

Relay.app is an automation tool that lets you automate actions across Pipedrive, Stripe, and many other apps. In this guide, we'll show you how to automatically run the “create customer” action in Stripe for each deal stage changed in Pipedrive using Relay.app.

Try it in Relay.app

Pipedrive > Stripe

Trigger

Last triggered

Deal stage changed

Create customer

1

Create your playbook and set the Pipedrive trigger as "Deal stage changed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Deal stage changed" under Pipedrive. Then, select the specific deal stages you're interested in monitoring. This will allow your playbook to automatically detect the changes in Pipedrive deal stage and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create customer" in Stripe automation

Integrate the Stripe automation into your playbook to ensure the prompt creation of a new customer whenever a change is detected in Pipedrive deal stage.

Click the "Add step" button, then locate the "Create customer" automation for Stripe and input the mandatory and relevant details.

If your Stripe account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Stripe account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new customer in Stripe. Once turned on, it will respond when a Pipedrive deal stage changes by creating a new customer in Stripe without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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