Stripe Integration
Link payment records, invoices, and customer subscriptions.
Seamless Cloud Synchronization
Bridge the gap between selling, delivering, and collecting. Bring payment events, customer invoices, and subscription statuses directly onto your customer timelines.
Key Integration Benefits
- Lead-to-Cash Visibility: See real-time payment history in CRM timelines.
- Automated Access: Invite customers to portals automatically after purchase.
- Unified Finance: Keep expense and payment reports in one place.
Setup Guide & Connection Steps
- 1Click Stripe in the integrations library.
- 2Connect securely using your Stripe credentials.
- 3Choose which Webhook events to listen to.
- 4Map payment states to UNOBITS CRM stages.
Supported Automation Triggers & Actions
Use our built-in rules editor to automate custom business logic. No-code trigger and action setups can be configured instantly.
Active Rule Sync
Stripe checkout completed → Mark CRM deal as Won and trigger client onboarding
Active Rule Sync
Subscription canceled → Update customer portal permissions
Active Rule Sync
Payment failed → Log alert inside the team inbox
Bridge the gaps. Standardize execution.
With UNOBITS, you can connect your must-have legacy tools while running the core of your team’s delivery, files, calendar, and shared inbox inside one single cohesive environment.