Stripe

Apr 2, 2024

Stripe

Need to collect payment as one of the steps in your flow? Just follow this solution guide to seamless integrate Pipeline with Stripe.

Want the automation but not the hassle of setup and maintenance?

With Managed integrations, we'll do all the heavy-lifting, so that you can focus on more important things!

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Prerequisites

You will need the following before you can integrate with Stripe checkout:

  • Stripe account (sign up for free!)

Setup integration

To setup Stripe integrations, go to Account Settings → Integrations

Then, click Enable to authorize Pipeline to integrate with Stripe.

Embed Stripe in a step

Link to your Stripe payment page

The easiest way to integrate with Stripe is to add your Stripe payment link as part of the step instructions. Refer to the Stripe documentation for instructions on how to generate the link.

Your payment Url will look something like this:

https://buy.stripe.com/[link_id]

Note, the Stripe payment link does not allow you to pre-populate any fields.

Link to your Stripe Checkout (seamless)

A seamless link to your Stripe Checkout gives you the ability to auto-complete the Pipeline step and move the user forward after they pay in Stripe. No additional user interaction is required, which gives your a smooth, friction-less user experience.

To set up, go into Stripe and go to Developers → API Keys to copy your API key:

Then, go to Products and find the API Key for SKU or Pricing:

In Pipeline, go to the Step and add the Stripe Checkout snippet by clicking the Snippet icon:

Select Button: Stripe: Make Payment snippet:

After adding the snippet, click the Code icon to add your Stripe API IDs:

Find the following code snippet and updated the highlighted values with values from your Stripe account:

<script>
IWSM.IWStripe.PublishableKey = "[your Publishable Key]";
IWSM.IWStripe.ItemPriceID = "[your product SKU API ID or Pricing API ID]";
IWSM.IWStripe.IsSubscription = false;
</script>

FAQs

Q: What are the transaction fees for Stripe?

Here are the transaction fees for the 2 most common types:

  • Credit Card: 2.9% + 30¢
  • ACH/Bank Transfer: 0.8% ($5 max)

Note, the initial ACH limit for new customers is $6k. You can request an increase after building a transaction history.

Refer to the Stripe pricing documentation for details.

Q: How quick is the payout?

The payout schedule is determined by the transaction settlement time and the processing time (based on country). For US:

  • Credit Card: Instant settlement + 2 business days for processing (US)
  • ACH (Bank) Direct Debit: 7 business days for settlement + 2 business days for processing (US)

Refer to the Stripe documentation for processing time for all countries.

Note, your first payout, Stripe will take additional steps to verify funds and process your payout. This could take 7-14 days in the US. Please refer to the Stripe documentation for details.

Q: Can I integrate Stripe with QuickBooks Online, so that all bank deposits are auto-matched?

Yes, you can through Pipeline! Please refer the QuickBooks Online integration for details.

Next Steps

View How-To »

Need to collect payment as part of your process? Pipeline makes that easy, because it supports a seamless integration with Stripe. Here's how to set that up.

View How-To »

Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.

View How-To »

Learn how to automate your flows using rules and triggers.


Additional Resources