Stripe
CleverReach
zapier

An automated workflow using zapier

Connects Stripe + CleverReach

Update CleverReach customers with new Stripe customers

About this workflow template

This automation scenario allows you to connect Stripe and CleverReach

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Stripe and CleverReach can also be integrated using automation tools other than zapier:

Diagram

Update CleverReach customers with new Stripe customers
Workflow diagram: Stripe + CleverReach integration

How it works?

When this trigger fires in Stripe

Stripe

New Customer in Stripe

Triggers when a new customer is added.

Then these actions happen in Stripe and Stripe

CleverReach

Add/Update Subscriber in CleverReach

Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

Stripe

New Customer in Stripe

Triggers when a new customer is added.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update CleverReach customers with new Stripe customers.

Part I

Configure Applications

First, we need to connect Stripe and CleverReach to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Stripe to Zapier.

    Connect Stripe to Zapier.

    Give Zapier access to your Stripe account, using Stripe credentials.

  • Connect CleverReach to Zapier.

    Connect CleverReach to Zapier.

    Give Zapier access to your CleverReach account, using CleverReach credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Stripe

    Set up a Trigger action for Stripe

    Choose the following trigger: New Customer (Triggers when a new customer is added.).

  • Then set up an Action for CleverReach

    Then set up an Action for CleverReach

    Choose this action: Add/Update Subscriber (Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.).

  • Then set up another Action for Stripe

    Choose this action: New Customer (Triggers when a new customer is added.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Stripe and CleverReach.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Update CleverReach customers with new Stripe customers!

Supported triggers and actions

  • Stripe

    New custom webhook events

    New custom webhook events

    pipedream
    triggerbypipedream
  • Stripe

    New customer

    Triggers when a new customer is added.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Stripe

    New payment

    Triggers when a new payment is completed.

    zapieralbatopipedream
    triggerbyzapieralbatopipedream
  • Stripe

    New charge

    Triggers when someone's credit card is charged.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Stripe

    New subscription

    Triggers when a new Subscription is Created

    automateiozapierpabbly-connectalbatopipedream
    triggerbyautomateiozapierpabbly-connectalbatopipedream
  • Stripe

    Checkout session completed

    Triggers when a checkout session is completed.

    zapieralbato
    triggerbyzapieralbato
  • CleverReach

    Add/update subscriber

    Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

    zapier
    actionbyzapier
  • CleverReach

    Find subscriber

    Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.

    zapier
    actionbyzapier
  • CleverReach

    Add order item

    Add a new order item for subscriber.

    zapierintegrately
    actionbyzapierintegrately
  • CleverReach

    Unsubscribe email

    Unsubscribes an email address from a selected list.

    zapierintegrately
    actionbyzapierintegrately
  • CleverReach

    Create an order item

    Creates a new order item.

    integromat
    actionbyintegromat
  • CleverReach

    Create a subscriber

    Creates a new subscriber.

    integromat
    actionbyintegromat

Apps you need