Recurring Payments in Stripe Posted to Salesforce as Opportunities
Hello,
We currently use Stripe (via Formassembly) to process our membership payments. We allow people to do yearly recurring memberships. The original payment and information is sent to Salesforce via the Formassembly connector, but we need a way to have the subsequent payments also get posted to Salesforce (as an opportunity). Is this something I would be able to do via workato? If so, would someone be able to give me some advice on how I would go about doing so? Thanks!
Best Answer
A
Allan Teng
said
over 6 years ago
Yes, this is definitely something that you can achieve. The new charge trigger will be picked up by Workato recipe.
Answer
Allan Teng
said
over 6 years ago
Yes, this is definitely something that you can achieve. The new charge trigger will be picked up by Workato recipe.
F
Fran Harrington
said
over 6 years ago
Is there a way to only have it post recurring (invoice) payments? I could not see a way to do so.
Allan Teng
said
over 6 years ago
In stripe, is there a way to tell if a charge is recurring? If yes, you can have a conditional action at the start of the recipe to filter those out.
Fran Harrington
Recurring Payments in Stripe Posted to Salesforce as Opportunities
Hello,
We currently use Stripe (via Formassembly) to process our membership payments. We allow people to do yearly recurring memberships. The original payment and information is sent to Salesforce via the Formassembly connector, but we need a way to have the subsequent payments also get posted to Salesforce (as an opportunity). Is this something I would be able to do via workato? If so, would someone be able to give me some advice on how I would go about doing so? Thanks!
Yes, this is definitely something that you can achieve. The new charge trigger will be picked up by Workato recipe.
Allan Teng
Yes, this is definitely something that you can achieve. The new charge trigger will be picked up by Workato recipe.
Fran Harrington
Is there a way to only have it post recurring (invoice) payments? I could not see a way to do so.
Allan Teng
In stripe, is there a way to tell if a charge is recurring? If yes, you can have a conditional action at the start of the recipe to filter those out.