HL Pro Tools + Stripe
Create contacts in HL Pro Tools from new charges in Stripe
Streamline your financial transactions and customer management process with this workflow. Upon processing a new charge in Stripe, a corresponding contact is promptly created in HL Pro Tools. This workflow mitigates the risk of manual data entry errors and saves considerable time, while enhancing your interactions with customers by effortlessly connecting transactions with customer details.
Streamline your financial transactions and customer management process with this workflow. Upon processing a new charge in Stripe, a corresponding contact is promptly created in HL Pro Tools. This workflow mitigates the risk of manual data entry errors and saves considerable time, while enhancing your interactions with customers by effortlessly connecting transactions with customer details.
- When this happens...
New ChargeTriggers when a new charge is completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWriteCreate a new record or update an existing record in your app.
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Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Collection Method
Customer ID
Subscription ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning
Payment IDRequired
Payment Method ID
Receipt Email
Error on Requires Action?
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID
Description
Quantity
Unit Price
Amount
Include Tax In Price?
Item Taxes
Is Discountable?
Item Coupons
Supply Date - Start
Supply Date - End
Invoice Item Currency
Price ID
Invoice Item Subscription ID
Tax Code
Shipping Rate
Invoice Coupons
Default Tax Rates
Payment Collection
Due Date
Days Until Due
Turn On Automatic Collection?
Default Payment Method
Memo
Footer
Custom Fields
Tax IDs
PDF Page Size
Shipping Details Instructions
Shipping Details - Name
Shipping Details - Phone
Shipping Details - Address Line 1
Shipping Details - Address Line 2
Shipping Details - City
Shipping Details - State
Shipping Details - Postal Code
Shipping Details - Country
Subscription ID
Automatic Tax Enabled?
Invoice Currency
Effective At
Payment Method Types
Rendering - Amount Tax Display
Statement Descriptor
Pending Invoice Items Behavior
Invoice Metadata
Help Text For Finalizing Sending Charging
Finalize Invoice?
Send Invoice for Manual Payment?
Pay Invoice?
Pay Invoice - Forgive
Pay Invoice - Off-Session
Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PriceRequired
QuantityRequired
Minimum adjustable quantity
Maximum adjustable quantity
Collect Tax Automatically?
Allow Promotion Codes?
Maximum number of times the link can be used
Collect Customers' Addresses?
Require customers to provide a phone number?
Require customers to accept terms of service agreement?
Confirmation Page
Metadata
Payment Method Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Campaign IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
First Name
Last Name
Full Name
Email Address
Gender
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Backup Email Address
Password
Phone
User TypeRequired
User RoleRequired
Select LocationsRequired
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Conversations Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
Calendar ID
Start Time
End Time
Title
Appointment Status
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
First Name
Last Name
Full Name
Email Address
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Customer IDRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact ID
Contact Email
Workflow NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Group ID
Show Drafted?
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Contact ID
Contact Query
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation ID
Location Name
Location Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
AmountRequired
CurrencyRequired
Customer ID
Payment Method ID
Confirm Payment Immediately?
Error on Requires Action?
Off Session?
Payment Description
Receipt Email
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
Statement Descriptor
Statement Descriptor Suffix
Metadata
Capture Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
CurrencyRequired
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
Collection MethodRequired
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your appFind by
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select LocationRequired
Calendar IDRequired
Contact IDRequired
Start TimeRequired
End Time
Title
Appointment Status
Assigned User ID
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
PhoneRequired
AddressRequired
CityRequired
StateRequired
CountryRequired
Postal CodeRequired
Website
Timezone
First NameRequired
Last NameRequired
EmailRequired
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Stripe Account IDRequired
NameRequired
EmailRequired
Stripe Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Business Name
Phone
Address
City
State
Country
Postal Code
Website
Timezone
First Name
Last Name
Email
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Snapshot override
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select UserRequired
First Name
Last Name
Email Address [ NOT OPERATIONAL ]
Password
Phone
User Type
User Role
Select Locations
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Conversations Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Calendar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Start TimeRequired
End TimeRequired
Calendar ID
Group ID
User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Existing LocationRequired
Custom Value NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer ID
Subscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About HL Pro Tools
HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.
Related categories
About Stripe
Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.