Payments Workflow Actions

Modified on Sun, 20 Oct at 11:54 AM

Overview
The "Stripe One Time Charge" action allows you to trigger a one-time charge in Stripe for a fixed amount to a specific customer within your account. This action is useful for collecting payments without requiring recurring subscriptions or payment plans.

Action Name
Stripe One Time Charge

Action Description
This action triggers a one-time charge in Stripe for a set amount to a designated customer. It requires a valid Stripe Customer ID, amount, description, and currency to process the charge.

Action Details

How to Configure

Action Name: Set a recognizable action name, such as "Stripe One Time Charge."
Stripe Customer ID: Enter or select the Stripe Customer ID for the customer to be charged.
Description: Provide a brief description of the charge (optional).
Amount: Enter the amount to charge the customer.
Currency: Select the appropriate currency for the transaction.

Field Name	Description	Mandatory
Stripe Customer ID	The unique identifier for the Stripe customer to be charged	Yes
Description	A description of the charge (e.g., for tracking or notes)	No
Amount	The amount to be charged to the customer	Yes
Currency	The currency in which the amount will be charged	Yes

Example
A business could use this action to charge a customer for a single service, such as a one-time consultation fee of $150, with USD as the currency. After the payment is triggered, the amount will be processed through Stripe and linked to the specified customer’s account.

Suggested Triggers
Here are some suggested triggers to use with the "Stripe One Time Charge" action:

Form Submission: Automatically charge a customer when they submit a form indicating that they are ready to make a purchase or request a service.
Tag Added: Trigger a one-time charge when a specific tag (e.g., “Ready to Purchase”) is added to the customer’s profile.
Appointment Confirmed: Charge customers automatically after confirming an appointment for services.
Order Completed: Trigger a charge when an order is marked as completed within your system.
Email Link Clicked: Automatically charge customers who click a payment-related link in an email.

Additional Notes
Make sure you have set up Stripe integration in your system before using this action.
Ensure the Stripe Customer ID is valid to avoid charge failures.
Use this action for one-time payments only. For recurring payments, consider other Stripe-related actions like subscriptions.