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How Zapier works

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Select a trigger from Perfex CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Perfex CRM, a trigger could be "New Contract."

A trigger is the event that kicks off your automated workflow.

Setup an action from Stripe

An action is what takes place after the automation is triggered. For example, with Stripe, the action could be "Cancel Subscription."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Perfex CRM to Stripe

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Perfex CRM to Stripe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Perfex CRM + Stripe integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Perfex CRM and Stripe

How can I integrate Perfex CRM with Stripe?

You can integrate Perfex CRM with Stripe by setting up triggers and actions within our platform. This allows for automatic synchronization of client data, payments, and invoices between the two systems.

What triggers are available for the Perfex CRM and Stripe integration?

The integration allows you to set up triggers such as when a new invoice is created in Perfex CRM or when a payment is made in Stripe, which can then initiate specific actions across your systems.

Can transactions from Stripe be automatically recorded in Perfex CRM?

Yes, when you configure the appropriate workflow, every transaction processed through Stripe can automatically create or update a record in your Perfex CRM, ensuring consistency and saving time.

Is it possible to generate invoices in Perfex CRM when a payment is received on Stripe?

Absolutely. You can set up an action that generates an invoice in Perfex CRM each time a payment is successfully processed through Stripe.

Do I need any technical skills to connect Perfex CRM with Stripe?

No technical skills are required. Our intuitive interface guides you through selecting triggers from either platform and setting corresponding actions quickly and easily.

What happens if there's an error during the integration process?

We handle errors by notifying you immediately so you can rectify any issues. You’ll receive detailed logs which allow for easy troubleshooting of any failed workflows or misconfigurations.

Can I customize notifications for transactions occurring on Stripe within my Perfex CRM account?

Yes, we allow custom notifications settings so you can receive updates on important transactions directly within your Perfex CRM account based on conditions you specify.

Connect Perfex CRM and Stripe to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contract
Triggers when a new contract created.
Trigger
Scheduled
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write

- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- company
  Required
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- Contact Id
  Required
Action
Search
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
Try It
Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intents
  Required
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Scheduled
Try It
- Status
  Required
- Collection_method
- Customer ID
- Subscription ID
Trigger
Scheduled
Try It
- Products
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Warning
- Payment ID
  Required
- 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
Action
Write
- 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
- Collection_method
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Description
- 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
- 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
Action
Write
- Price ID
- Quantity
- 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
Action
Write
- Name
  Required
- Description
- Image
- Tax_code
- Metadata
Action
Write
- Payment Link
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Stripe Charge ID
  Required
Action
Search
- Stripe Charge ID
  Required
Action
Search
- Customer ID
  Required
- Price ID
- Status
  Required
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact Id
  Required
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer Id
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact Id
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write
Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
Try It
New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Scheduled
Try It
- Subscription ID
  Required
Action
Write
- Name
  Required
- 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
Action
Write
- Warning
- Amount
- Currency
  Required
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- 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
Action
Write
- Product
  Required
- Unit Price
- Currency
  Required
- Recurring or One time?
- Include Tax In Price?
Action
Write
- Customer ID
  Required
- Items
  Required
- Collection_method
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer ID
  Required
- Name
  Required
- 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
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Find by
- Stripe Charge ID
  Required
Action
Search
- Stripe Charge ID
  Required
Action
Search

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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

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Related categories

CRM (Customer Relationship Management)

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.

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