Stripe is one of the most widely used online payment processors, handling everything from one-time purchases to subscriptions, invoicing, and marketplace payouts for millions of businesses worldwide. Connecting Stripe to WellPlan turns payment events into CRM triggers: each successful charge, new subscription, failed payment, or refund flows into the contact's timeline. Workflows can send receipts via email, recover failed payments with SMS, upsell subscribers via WhatsApp, or alert the team in Slack when high-value transactions happen. Payment data lives next to messaging history so revenue context informs every customer interaction.
Functies
Common use cases
Recover failed subscription payments
A SaaS business triggers a dunning workflow when Stripe reports a failed subscription charge. The contact receives an email with an updated billing link, then an SMS 48 hours later if payment is still outstanding, reducing involuntary churn.
Send branded receipts and onboarding
An online course creator sends a branded receipt and welcome email immediately after Stripe Checkout succeeds. The new customer is tagged by product purchased and enters a multi-day onboarding sequence with course access links and SMS reminders.
Upsell subscribers based on plan
A productivity app segments customers by Stripe plan. Annual subscribers get long-form educational content, while monthly subscribers get periodic upgrade offers via email and SMS. Cancellations trigger a win-back workflow with a discount on returning.
How setup works
- 1Sign in to your Stripe Dashboard and ensure you have admin or developer access.
- 2Open WellPlan's Integrations settings and click Connect Stripe.
- 3Authorize WellPlan through Stripe's OAuth flow, choosing the account to connect.
- 4Map Stripe events — charge succeeded, invoice failed, subscription created — to WellPlan workflows and test with a sandbox transaction.
Frequently asked questions
Will historical Stripe customers sync?+
On initial connection, recent Stripe customers and subscriptions are imported into WellPlan so each contact has billing context. Older historical data can typically be backfilled, and going forward all events sync in near real time through Stripe webhooks.
Can I accept payments through WellPlan using Stripe?+
Yes. WellPlan can act as a Stripe-connected platform for invoices, payment links, and checkout flows generated inside the CRM. Funds settle directly to your Stripe account just as if they had come through any other Stripe integration.
Does it support subscriptions and Stripe Billing?+
Yes. Stripe subscription events, invoice generation, and payment retries flow into WellPlan as discrete triggers. Workflows can react to subscription created, updated, canceled, trial ending, or invoice paid events to power lifecycle automation.
Is Stripe Connect supported?+
Stripe Connect is supported for platforms that route payments to multiple sub-merchants. The exact configuration depends on whether you use Standard, Express, or Custom accounts, and the integration handles the standard account model out of the box.