Stripe integration

Overview

Stripe is the dominant card-payment processor with deep automation primitives – charges, subscriptions, invoicing, products, refunds, payouts. The Automize Stripe connector covers the customer lifecycle (create / look up / update), money movement (payment intents, charges, refunds), recurring billing (subscriptions, products, prices), and reporting (balance, payouts).

• Regions: Stripe is global. Connector talks to api.stripe.com – no region selector. The account's home country is set when the Stripe account was created and affects which payment methods are available.
• Plans: All Stripe accounts. Connect (platform/marketplace) accounts need an Account header which the connector passes via the connection settings.

Setting up the connection

Auth type: Bearer Token.

1. Sign in to dashboard.stripe.com → Developers → API keys.
2. Create a Restricted Key (recommended) or use the Secret Key. Restricted keys let you scope what the connector can touch – minimum needed: Customers (read/write), PaymentIntents (read/write), Invoices, Subscriptions, Products, Prices.
3. Toggle Test mode on/off to get keys for the right environment. Test keys start with sk_test_, live keys with sk_live_.
4. In Automize, open Settings → Connectors → Stripe → Add connection. Paste the secret key.

Find your credentials at https://dashboard.stripe.com/apikeys.

Rate limits

Stripe enforces 100 read + 100 write requests per second in live mode, 25/25 in test mode. The connector retries on 429 with exponential backoff (Stripe's recommended Retry-After). For bulk operations (importing 10k+ customers) batch via async + idempotency keys.

Data model

Customer is the root of most flows.

    Customer ─┬─ Payment Methods (cards, bank, wallets)
              ├─ Subscriptions ── Invoices ── Charges / Payment Intents
              ├─ One-off Charges / Payment Intents
              └─ Setup Intents (saving cards for later)
    Product ── Prices ── Subscriptions

Most write endpoints accept an Idempotency-Key header. Use it on every
mutating call to make retries safe.

Available operations

37 operations available. Click any row to jump to its detail.

Operations

Cancel payment intent

Cancel a Stripe PaymentIntent.

Tips

• Cancels a PI that hasn't yet succeeded. Once succeeded, you must refund instead.

Cancel Subscription

Cancel a subscription

Tips

• cancel_at_period_end=true lets the customer use it until the cycle ends. Default cancels immediately.

Capture Payment Intent

Capture a previously authorized payment intent

Confirm payment intent

Confirm a Stripe PaymentIntent.

Tips

• Confirms a previously-created PI with a payment method. Use when the PI was created with confirm=false.

Create charge

Create a Stripe charge.

Tips

• Legacy – prefer PaymentIntents for new builds. Still valid for simple one-off card charges.

Create checkout session

Create a Stripe Checkout session.

Tips

• Hosted-checkout flow. Returns a url to redirect customers to.
• Set mode: payment (one-off), subscription (recurring), setup (save card for later).

Create customer

Create a Stripe customer.

Tips

• Send email + name at minimum. Pass metadata={your_user_id: 'abc'} so you can lookup customers later.
• Always set an idempotency_key on customer creation – duplicate creates leak resources.

Errors

• already_exists – Stripe doesn't dedupe on email; this only fires if you sent a customer ID that's in use.

Create invoice

Create a Stripe invoice for a customer.

Tips

• Auto-advance=true is usually what you want – Stripe finalises and attempts to pay automatically.

Create payment intent

Create a Stripe PaymentIntent for a payment flow.

Tips

• PaymentIntents are the modern way to charge – replaces the legacy Charges API for new builds.
• amount in smallest currency unit (cents, fen). currency 3-letter ISO.
• Set confirm=true to attempt immediately; otherwise it stays in requires_payment_method until you supply a method.

Create price

Create a Stripe price for a product.

Tips

• product (id) + unit_amount + currency. For subscriptions, set recurring={interval:'month'}.

Create product

Create a Stripe product.

Tips

• Products are catalog items. Prices are how you charge for them (per unit, recurring, tiered).

Create refund

Create a Stripe refund.

Tips

• Refunds a Charge or PaymentIntent by ID.
• Partial refunds: pass amount (in smallest unit).
• reason: duplicate, fraudulent, or requested_by_customer.

Create subscription

Create a Stripe subscription.

Tips

• customer + items[{price: 'price_id'}] are required.
• Set trial_period_days for a free trial; default_payment_method to lock the card.

Delete customer

Delete a Stripe customer.

Finalize invoice

Finalize a Stripe draft invoice.

Tips

• Moves an invoice from draft → open. After this, line items are locked.

Get balance

Get the Stripe account balance.

No input parameters.

Tips

• Returns available + pending balance per currency. Use before payouts to verify funds.

Get customer

Get a Stripe customer by ID.

Tips

• Returns customer with default_source / invoice_settings.

Get invoice

Get a Stripe invoice by ID.

Tips

• status: draft, open, paid, uncollectible, void.

Get payment intent

Get a Stripe PaymentIntent by ID.

Tips

• Use to poll status: requires_payment_method, requires_confirmation, requires_action, processing, succeeded, canceled.

Get Product

Get a product by ID

Get Subscription

Get subscription details

Tips

• Returns status: incomplete, active, past_due, canceled, unpaid, trialing.

List charges

List Stripe charges.

No input parameters.

Tips

• Same paging contract as customers.

List customers

List Stripe customers.

No input parameters.

Tips

• Cursor pagination via starting_after. Filter by email for lookup.
• Use Search Customers for SQL-like queries (test mode only without paid features).

List invoices

List Stripe invoices.

No input parameters.

Tips

• Filter by customer + status for collections workflows.

List Payment Intents

List all payment intents

No input parameters.

Tips

• Filter by customer to scope; by created[gte]/created[lte] for date ranges.

List payouts

List Stripe payouts.

No input parameters.

Tips

• Payouts to the connected bank account. Filter by status: pending, paid, failed.

List Prices

List all prices

No input parameters.

Tips

• Filter by product to find all prices for a SKU.

List products

List Stripe products.

No input parameters.

Tips

• Filter by active=true to skip archived products.

List Refunds

List all refunds

No input parameters.

Tips

• Filter by charge or payment_intent.

List subscriptions

List Stripe subscriptions.

No input parameters.

Tips

• Filter by status=active to find live subs.

Pay invoice

Pay a Stripe invoice.

Tips

• Charges the customer's default payment method for a finalized invoice. Use when auto-advance is off.

Search customers

Search Stripe customers by email, name, or metadata.

No input parameters.

Tips

• query: Stripe query syntax (e.g. email:'foo@bar.com'). Eventually consistent (~5s lag on writes).

Send Invoice

Send an invoice to the customer by email

Update customer

Update an existing Stripe customer.

Tips

• PATCH-style – only fields you send are updated. Set a field to '' to clear it.

Update Invoice

Update a draft invoice

Update Subscription

Update a subscription

Tips

• Use proration_behavior to control mid-cycle prorations: create_prorations, none, always_invoice.

Void invoice

Void a Stripe invoice.

FAQ

Test mode vs live mode – how do I switch?

Create two separate connections, each with its respective key (sk_test_ vs sk_live_). Use process variables to switch at runtime.

Why am I getting 429s?

Hit the rate limit. The connector retries automatically; if you keep hitting it, batch more aggressively or spread work across time.

How do I make calls idempotent?

Pass an Idempotency-Key header on every mutating call. Stripe caches the response for 24 hours so retries return the same result.

Connect (platform) accounts – how?

Use the Account field on the connection settings to pass through the Stripe-Account header. Each connected account is a separate connection in Automize.

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• Payfast
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