Stripe

Stripe

Available Regions:

US
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





      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              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.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources