How to Use saas·hapily’s “Create Stripe Invoice” Workflow Action
Automatically generate a Stripe invoice link after closing a deal! How? Using saas·hapily's Create Stripe Invoice action!
Start by creating a Deal based workflow.
Setup your enrollment trigger
Example: Deal Stage is any of Closed Won and Number of Associated Line Items is greater than 0.
Click the + button beneath the workflow trigger and select the Create Stripe Invoice action.
Select which connected Stripe account to create the invoice in.
Under Customer Email, add the Associated Contact Email token. NOTE: If the deal in this workflow doesn’t have that property filled out with the customer’s email, the workflow will be unable to generate the invoice link.
Note (Again): This does not automatically send the invoice to the email address. It just allows saas·hapily to find the customer in your Stripe account.
Under Invoice Link Storing Field, add the deal token of the property you want the invoice link stored in.
