The Stripe action is used to add online electronic payment capability to your workflows. This article discusses the Stripe action in more detail.
Table of Contents
- Understanding the Stripe Action
- Setting Up a Stripe Action
- How a Stripe Action Appears in a Workflow
Understanding the Stripe Action
The Stripe action integrates online electronic payments into your workflows. With a Stripe action, you can take payments from users and put the funds directly into your company's Stripe account.
Before you can use a Stripe action in your workflow, you must first connect a Stripe account to your Autto account from the Integrations option under the Main Menu. For more information, see Integrating with Stripe.
Setting Up a Stripe Action
Use a Stripe action when you need to integrate electronic payments in your Workflow.
To set up a Stripe action:
- Drag a Stripe action to the canvas of the Workflow Editor, then connect it to the previous action in the workflow.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, you may optionally change the name of the Stripe action. This does not have any effect on the Stripe payment page so you may choose to leave this as-is.
- Enter text that will be displayed to your users when they see the payment page. Although you may leave this box empty, you can use this to include instructions to your users and inform them that you do not save any payment information. You may use the Visual Editor to format the text.
- Scroll down to the Stripe Information section, where you should see your default Stripe account already displayed. If you have multiple Stripe accounts, you can select another account from the list. For more information, see Integrating with Stripe.
- Enter the amount that your users will need to pay. This is set to 0 by default. You can also use a NUMBER [square bracket] from a prior Action to set the amount.
- Select the payment currency from the list. The currencies on the list, including the default currency displayed on the box, are taken from the supported currencies in your Stripe account.
- Under the Stripe Payment Information section, give square bracket names to the payment information from Stripe so that you can use them later on in the workflow. For example, if you will add an Email action that will send a payment confirmation email to the transacting user later in the workflow, creating square bracket names will allow the payment information to be displayed in the email. Leave the square bracket names empty if you do not need them. For more information, see Working with Square Brackets.
- Under the Terms and Conditions section, click Add T&C and add any additional payment terms and conditions for your users. If you want to skip this step, you can proceed directly to Step 12.
- If you want users to agree to the terms and conditions that you defined in Step 9 before allowing them to proceed with their payments, click the Compulsory terms? box.
- Click Done on the Payment Terms and Conditions section.
- Click the X button on the Action Editor to save your changes and close the window.
How a Stripe Action Appears in a Workflow
When used in a workflow, a Stripe action displays a Stripe payment page on the User Application. If the Payment Terms and Conditions is compulsory, they can click the link to view the terms and conditions first, then check the box to signify their agreement. The user then enters their payment details on the page, then clicks the Pay button.
Once the user clicks the Pay button, the workflow connects to the Stripe payment gateway, authenticates the user's credit/debit card information, checks that the user has enough funds to pay the amount, and accepts or rejects the payment. A message is displayed back to the user in case of an successful or unsuccessful transaction. The workflow then resumes with the next action, if applicable.