An automated workflow using integromat
Connects Stripe + RD Station
Mark RD Station leads as Won for new Stripe charges
About this workflow template
This automation scenario allows you to connect Stripe and RD Station
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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.
Categories
Stripe and RD Station can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Stripe
Watch Events in Stripe
Triggers when a given event occurs.
Then these actions happen in RD Station and RD Station
Retrieve a Customer in Stripe
Retrieves the details of an existing customer.
Mark a Lead as Won / Lost in RD Station
Marks a specified Lead as Won or Lost.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Mark RD Station leads as Won for new Stripe charges.
Part I
Configure Applications
First, we need to connect Stripe and RD Station to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Stripe to Make.com.
Give Make.com access to your Stripe account, using Stripe credentials.
Connect RD Station to Make.com.
Give Make.com access to your RD Station account, using RD Station credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Stripe
Choose the following trigger: Watch Events (Triggers when a given event occurs.).
Then set up an Action for Stripe
Choose this action: Retrieve a Customer (Retrieves the details of an existing customer.).
Then set up another Action for RD Station
Choose this action: Mark a Lead as Won / Lost (Marks a specified Lead as Won or Lost.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Stripe and RD Station.
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 Mark RD Station leads as Won for new Stripe charges!
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New custom webhook events
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Conversion event
It registers a new conversion event for a contact.
actionbyzapierintegratelyWon deal
Marks a deal as won.
actionbyzapierautomateioMark a lead as won / lost
Marks a specified Lead as Won or Lost.
actionbyintegromatCreate a conversion event
Registers a new conversion event for a contact.
actionbyintegromatLost deal
Marks a deal as lost.
actionbyzapierautomateioCreate a abandoned cart event
This event is recorded whenever a cart is abandoned on an e-commerce platform.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
