For a flexible billing application install the Stripe extension for Cliq. Follow the steps below to install this extension.
Select this option to install the extension to the entire organization.
Pick this option to install the extension to a dedicated team in Cliq.
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.
It is important to set up your Stripe connection before getting started.
To authorize your Stripe connection, copy-paste the Secret key in the text box shown below with the bearer keyword as the prefix.
The bots menu action Accounts provides you with a list of bot sub actions namely,
Check your account balance in Stripe from within Cliq using the bots sub action- Balance.
Keep an eye on the money moved in and out of your Stripe account with the bots sub action-Transaction.
Get your account statements in Stripe using the bots sub action- Invoices.
Brings in the list of coupons that can be redeemed for a discount while purchasing a product.
Collect tax rates applied on your invoices and subscriptions using the bots sub action-Taxes.
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.
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.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.