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Stripe and Moxo

Stripe integration within Moxo allows seamless integration to invoicing and payment systems, simplifying workflows such as onboarding, enhancing financial efficiencies by  invoice generation, payment link creation, automating customer and product creation, and more.

 

Adding a Stripe Automation to a Flow Template and an Instant Flow:

  1. In the Flow Builder, locate the desired Flow step where you need the automation to be added.
  2. Drag and drop Automation from the left-hand panel under Control, or click the "+" icon between action steps in the flow and select Automation.



 

Adding a Stripe Automation to a Live Flow:

  1. Go to the desired Flow Workspace.
  2. Click on the ellipsis “...” icon.


     
  3. Click on + Add New Action from the dropdown menu.
  4. Scroll down and select Automation under Control.


     
  5. Locate the Flow step where the automation should be added and click on + Add Here.

 

Configuring Stripe:

In the automation interface, choose Stripe from the available systems.


 

Step 1: Set Up App and Event

  1. Select Stripe as the app.
  2. Choose one of the following events from the available options:
    • Create Payment Link
    • Create Price
    • Create Invoice
    • Create Customer
    • Create Product
    • Create Subscription
  3. Click on the selected event and then click Next.
     

Step 2: Account Setup

  1. Click Connect to add an account, or click Choose to select from a pre-configured Stripe account.
  2. Once the account is connected, click Next to proceed.


     

Step 3: Add Input Details

Selecting Create Payment Link as the event:

  1. Input the following details:
    • Price ID
    • Quantity

       
  2. Use the enhanced DDR capability by clicking the autofill icon to pull data from prior actions and automations in the Flow.
  3. After filling in the input details, click Next.
  4. Review the Stripe automation you’ve created.
  5. Click Add Automation to complete the setup.


     

Selecting Create Price as the event:

  1. In the App and Event set up interface, choose Create Price as the event.
  2. In the Input section, provide the following information:
    • Product ID: Enter the product ID for which you want to create a price list.
    • Currency: Select the desired currency from the dropdown list.
    • Price: Input the price in minor units (e.g., cents if the currency is USD).
    • Price Type: Choose the price type. Recurring for subscription-based pricing, or One-Time for single-instance pricing.

  3. Once all details are filled out, click Next.
  4. Review the Create Price Automation details and click Add Automation to complete the setup.

 

Selecting Create Invoice as the event:

  1. In the App and Event set up interface, choose Create Invoice as the event.
  2. In the Input section, provide the following details:
    • Customer ID: Enter the customer ID for whom the invoice is being created. Select the '{.}' autofill icon to pull the customer ID from a previous Stripe automation where applicable.
    • Currency: Select the currency from the dropdown options.
    • Amount: Input the invoice amount in minor units (e.g., cents if the currency is USD).
    • Expiry Date: Enter the number of days after the invoice date for the invoice to expire.
    • Description: Provide a brief description of the invoice.

  3. Use enhanced DDR capability by clicking the autofill icon to populate fields from the workspace and from prior Flow steps.
  4. Once all details are filled, click Next. Review the Create Invoice Automation details and click Add Automation to complete the setup.

 

Selecting Create Customer as the event:

  1. In the App and Event set up interface, choose Create Customer as the event.
  2. In the Input section, provide the following information:
    • Customer Name: Enter the name of the customer.
    • Email ID: Provide the customer’s email address.
    • Description: Add details about the customer or their business.
    • Billing Address: Fill in the street address.
    • Billing City: Enter the city.
    • Billing State: Enter the state.
    • Billing Zip Code: Provide the zip code.
    • Billing Country: Select the country from the dropdown list.
    • Billing Number: Enter the billing contact number.

        
  3. Users can leverage the enhanced DDR facility by clicking the '{.}' autofill icon to pull data from the workspace, or from prior actions and automations.
  4. Once all fields are filled, click Next.
  5. Review the Create Customer Automation details and click Add Automation to complete the setup.

 

Selecting Create Product as the event:

  1. In the App and Event set up interface, choose Create Product as the event.
  2. In the Input section, provide the following:
    • Product Name: Enter the name of the product.
    • Description: Provide a detailed description for the product. 

  3. Users can leverage the enhanced DDR facility by clicking the autofill icon to pull data from prior actions and automations in the Flow.  
  4. Once all details are entered, click Next.
  5. Review the Create Product Automation details and click Add Automation to complete the setup.

 

Selecting Create Subscription as the event:

  1. In the App and Event set up interface, choose Create Subscription as the event.
  2. In the Input section, provide the following details:
    • Customer ID: Enter the ID of the customer for whom the subscription is being created.
    • Price ID: Provide the relevant price ID.
    • Subscription Level: Specify the level of subscription.
    • Invoice Due Date: Enter the number of days after the invoice date for the payment to be due.
    • Coupon ID: If applicable, provide a coupon ID.

  3. Users can leverage the enhanced DDR facility by clicking the autofill icon to pull data from prior actions and automations.
  4. Once all fields are completed, click Next.
  5. Review the Create Subscription Automation details and click Add Automation to finalize the setup.

 

Editing an Automation in a Flow Template or a Live Flow:

  1. Hover over the automation step you want to modify.

  2. Click the Edit icon.
  3. Modify Settings- Adjust the app, event, account type, or input fields as needed.

      
     
  4. Click Save Changes to apply your edits.

Automations can only be edited in a saved Flow and Action Templates or live Flow Workspaces where the automation is not yet triggered. Once completed, the automation cannot be reopened or edited further.

 

Mapping Automations and Events in a Flow

  1. Once a Flow is initiated, click on the “...” ellipsis icon next to the flow workspace name and select Automations & Events.




     
  2. Here you can:
    • View upcoming and completed automations and events.
    • Check status messages such as “Automation Executed Successfully” or error details in case of failure.


Mapping the Trigger in the Third-Party Application

Triggers created in third-party applications can be viewed by both internal users and clients.

To verify this:

  1. Go to the third-party platform.
  2. Based on the input provided within the flow, an event will be triggered in the relevant section.