Knowledge Base
Knowledge Base
  • Welcome
  • Getting Started
    • Installation
    • Connect to Stripe
  • Components
    • Key Concepts
    • Stripe - Customers
    • Stripe - Create Payment
    • Stripe - Create Invoice
    • Stripe - Create Subscription
    • Stripe - Create Payment Link
    • Stripe - Payments
      • Manage Payment
    • Stripe - Invoices
      • Manage Invoice
    • Stripe - Subscriptions
      • Manage Subscription
    • Stripe - Payment Methods
    • Stripe - Record
    • Stripe - Payment
  • Data Processing
    • Records Processing
    • Import Stripe Entities
    • Stripe Entities Processing
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  1. Components

Stripe - Customers

Last updated 28 days ago

Stripe - Customers component is searching for Stripe Customers. It can search by:

  1. Email - when the API Name of Customer Email Field is provided

  2. Metadata - when the API name of the field is provided that contains the record id to find Customers In Stripe by rs_pay_recordId metadata key

  3. Search Query - when the Customer Search Query is provided that follows rules and supports the merge fields i.e: name~{!Name} OR email~{!Email}

Usually this component is added on the Contact page and is searching for Stripe Customers by Contact Email.

The component allows to create a new Stripe Customer:

Please see the list of the attributes to configure the component:

Attribute
Description

Card Title

The title of the card

Customer Email Field

The API name of the field that contains the customer email

Record Id Field

The API name of the field to find Customers in Stripe by rs_pay_recordId

Customers Search Query

The search query to filter the Customers

Customers Limit

The number of Customer records to load

Entities Limit

The number of Payment/Subscriptions/etc. to load

Show Upcoming Invoice Section

Show the Upcoming Invoice section

Show Subscriptions Section

Show the Subscriptions section

Show Payments Section

Show the Payments section

Show Invoices Section

Show the Invoices section

Show Payment Methods Section

Show the Payment Methods section

Default Section

Default section to be shown when the card loads.

Upcoming Invoice

Subscriptions

Payments

Invoices

Payment Methods

This section also allows to:

  1. Create a new Payment Method

  2. Set the Payment Method as a default for the Stripe Customer

  3. Delete Payment Method

Stripe Query Language