Introduction
Connect Stripe to Sana to manage your payments, customers, invoices, and subscriptions. Search customers, process refunds, create invoices, and monitor your balance directly from Sana. In summary, the connector has the following key characteristics:
Category: Finance
Connector type: Real-time
Auth type: API keys
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List refunds |
Create refunds |
Update refunds |
List payouts |
Create payouts |
Update payouts |
List payment intents |
Create payment intents |
Update payment intents |
List balance history |
Find customers |
Create customers |
Update customers |
List invoices |
Create invoices |
Update invoices |
Find subscriptions |
Create subscription |
Cancel subscription |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Stripe. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Cancel or reverse payout |
Cancel payment intent |
Cancel subscription |
Capture payment intent |
Confirm payment intent |
Create billing meter |
Create customer |
Create invoice |
Create invoice item |
Create payout |
Create payment intent |
Create price |
Create product |
Create refund |
Create subscription |
Create usage record |
Delete customer |
Delete invoice item |
Delete or void invoice |
Finalize invoice |
List balance history |
List customers |
List invoices |
List payment intents |
List payouts |
List refunds |
Retrieve balance |
Retrieve checkout session |
Retrieve checkout session line items |
Retrieve customer |
Retrieve invoice |
Retrieve invoice item |
Retrieve payout |
Retrieve payment intent |
Retrieve price |
Retrieve product |
Retrieve refund |
Search customers |
Search subscriptions |
Send invoice |
Update customer |
Update invoice |
Update invoice item |
Update payout |
Update payment intent |
Update refund |
Void invoice |
Write off invoice |
Scope and permissions
This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Stripe when generating the key.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Stripe in the list of available integrations
Scroll to the Available integrations section and locate Stripe.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Provide your Stripe credentials
You'll be asked to paste the credentials for Stripe so Sana can store them securely and use them to call the connector's APIs on your behalf.
Step 5: Complete the set up
You've successfully connected your Stripe account. Click Continue to complete the setup and start using the connector.