Holded + Stripe
Create sales receipts in Holded for new payments in Stripe
Manage your finances efficiently with this workflow that transforms new payments on Stripe into sales receipts in Holded. It saves you from manual data entry and ensures that your records are always up-to-date and accurate. By streamlining your sales process, this workflow can help you to focus more on growing your business.
Manage your finances efficiently with this workflow that transforms new payments on Stripe into sales receipts in Holded. It saves you from manual data entry and ensures that your records are always up-to-date and accurate. By streamlining your sales process, this workflow can help you to focus more on growing your business.
- When this happens...
New PaymentTriggers when a new payment is completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Sales ReceiptCreates a Sales Receipt
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 app
New Deal
Triggers when a new CRM Deal is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Send Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
Invoice DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Invoice Number
Currency
Due Date
Warehouse
Sales Channel
Numbering Series
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Description
Price
Tax (%)
Cost
Barcode
SKU
Weight (kg)
Stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Document DateRequired
Notes
Warehouse
Sales Channel
Name
Units
SKU
Subtotal
Tax Rate (%)
Discount (%)
Taxes
Shipping Cost
Shipping Tax
Document Number
Currency
Due Date
Shipping Address
Shipping Postal Code
Shipping City
Shipping Province
Shipping Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Warehouse
Name
Units
SKU
Subtotal
Tax Rate (%)
Discount (%)
Taxes
Shipping Cost
Shipping Tax
Document Number
Currency
Due Date
Shipping Address
Shipping Postal Code
Shipping City
Shipping Province
Shipping Country
Sales Channel
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Contact Code
Trade Name
Email
Mobile Phone
Phone
IBAN
SWIFT
Sepa Reference
Sepa Date
Address
Citry
Postal Code
Province
Country
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Contact Email
Contact Code
Contact ID
Contact Relationship
Contact type
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 appNew Contact
Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Order
Triggers when a new sales order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Funnel
Contact
Deal Name
Deal Value
Deal Potential
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Contact Name
Start
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bank
Contact
AmountRequired
Description
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Document Number
Name
Units
Subtotal
Discount
Tax Rate (%)
Taxes
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Sales Channel
Document Number
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country Code
Description
Notes
Receipt DateRequired
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax (%)
Taxes
Shipping Cost
Shipping Tax
Receipt Number
Currency
Due Date
Warehouse
Sales Channel
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Contact Email
Contact Code
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Holded
Related categories
About Stripe
Related categories
Related Zap Templates
- Send new Stripe customers to Holded as contacts
- Add new Stripe invoices to Holded
- Send new Stripe payments as invoices in Holded
- Create sales invoices in Holded for new completed checkout sessions in Stripe
- Create Holded purchase invoices from new Stripe payments
- Create customers in Stripe for new contacts in Holded
- Generate new Holded purchase invoices from new Stripe charges
- Generate sales invoices in Holded for new subscriptions in Stripe
- Generate Holded sales invoices for new Stripe charges
- Create new Holded payments for new Stripe payments
- Create sales invoices in Holded for each new invoice in Stripe
- Generate new Holded invoices from new Stripe payments