Stripe

Stripe

Handle your billings from within Cliq using the Stripe integration!
Derive valuable insights for your subscriptions, have an eye on your transactions, track down your orders and products, receive optimized invoices, automate common tasks with webhooks and more with the Stripe integration in Cliq. 

How to configure this extension?

For a flexible billing application install the Stripe extension for Cliq. Follow the steps below to install this extension.

  1. Click on the Extensions icon on the top bar followed by the Marketplace.
  2.  In Zoho Marketplace, search for Stripe and click on the Install button.
  3.  Agree to the Terms of Service and Privacy Policy and click on Install.
  4.  Configure the Stripe extension either to the whole organization or to a dedicated team in Cliq.

Entire organization

Select this option to install the extension to the entire organization.

Specific team only

Pick this option to install the extension to a dedicated team in Cliq.


NOTE Only an admin can install the extension to the entire organization while members of the organization can install the extension to a dedicated team in Cliq.

Integrate fast. Iterate faster with the Stripe bot

After installing this extension from the Marketplace for the entire organization, you'd be notified (Only if you are the admin of the organization who installs this extension) about the services that the Stripe bot offers.

If you are a member in the organization where the Stripe extension is installed, subscribe to the Stripe bot to utilize the extension. 

To subscribe,

  1. Click on the + (Quick plus) icon against Bots on the left hand side panel.
  2. Check out for the Stripe bot, hover on it and click on the Subscribe button.


Establish your connection

It is important to set up your Stripe connection before getting started.

  1. Go to your Stripe Dashboard: https://dashboard.stripe.com
  2.  Click on the Developers in the LHS followed by API keys.3. Copy the Secret key.

To authorize your Stripe connection, copy-paste the Secret key in the text box shown below with the bearer keyword as the prefix. 


Automate your end-to-end billings with the bots menu action

The bots menu action Accounts provides you with a list of bot sub actions namely,

1. Balance

Check your account balance in Stripe from within Cliq using the bots sub action- Balance.


2. Transactions

Keep an eye on the money moved in and out of your Stripe account with the bots sub action-Transaction.

3. Invoices

Get your account statements in Stripe using the bots sub action- Invoices.


4. Coupons

Brings in the list of coupons that can be redeemed for a discount while purchasing a product.


5.Taxes

Collect tax rates applied on your invoices and subscriptions using the bots sub action-Taxes.


Automatically get notified about the updates that happen to your Stripe account

Use the bots menu action Create Alerts to notify you in Cliq about an update made to your Stripe account. Set up webhooks for updates that Stripe doesn't notify you of, like when a product is created, invoice payment succeeded, payout created and more. 


Use the bots menu action-Billings to get valuable insights about your Customers, Products, Orders and Subscriptions.

NOTE: Another way of checking your balance and transactions from within Cliq is by using the /stripe command.

Now that you know how the Stripe integration works in Cliq, install this to your team or organization and automate your billing workflows from within the Cliq window. 

To install this extension, click on the Install button given below.

INSTALL IN CLIQ





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