Stripe integration

This document outlines the steps needed to successfully connect a Stripe account to Siena. Stripe powers online and in-person payment processing, offering financial solutions for businesses of all sizes. With this integration, you can automate the following tasks:

• Cancel Subscription
• Cancel Order
• Get Order Info
• Get Subscriptions Info
• Get Order Invoice
• Update shipping address
• Update email address
• Refund order
• Resume Subscription

1. Log in to your Siena account → Click on Modules → Stripe → Add Account

2. Click on Add Account and input your Stripe account's API Key. If you haven't obtained an API Key yet, please go to your Stripe account’s Developers section, switch to the API keys tab, and copy your API key

3. Once the Stripe API key is added, you can click on the module to view the available workflows. To adjust its settings, simply click on the ⚙️ Manage button located at the top right of the screen

Automation Setup

After you have set up your account, go to the Automations page to create relevant automations and attach the respective workflows.

For example, you can create an automation named Get Order Infoand attach the Stripe Get Order Info workflow to it.

Repeat this process for the other workflows as well.

Automation Test

Now, you can test your automations by sending a message in the Playground using your test email. As shown below, it will pull all subscriptions for that user and provide the relevant information.

Workflow process

1. Cancel Order → After you set up the automation and attach the workflow, it will start working. For successful execution, the user must provide the Order Number of the order they want to cancel. If the order number is not provided, the workflow will fail and prompt the user to supply the Order Number
2. Get Order Info → For this workflow, the user also needs to provide the Order Number. If the user does not provide it, Siena will prompt them to supply the order number. Since the workflow is designed to retrieve specific order information, the order number is mandatory to pull the data.
3. Cancel Subscription → This workflow operates with the customer’s email address. By default, it uses the customer email from the helpdesk. If the customer provides an email in the message, we use that email to pull data from the Stripe API. If we retrieve subscriptions for that email, we cancel all user subscriptions related to the provided email.
4. Get Subscription Info → This workflow also operates with the customer's email address. By default, it uses the customer email from the helpdesk. If the customer provides an email in the text, we use that email to pull data from the Stripe API. After retrieving the subscription data, we respond to the user with the relevant subscription information.
5. Get Order Invoice → For this workflow, the user needs to provide an Order Number. If the user does not provide it, Siena will prompt them to share the order number. Once the order data is retrieved from Stripe API, the invoice link is provided to the user.
6. Update shipping address → This workflow works with the customer's email address, and the user also needs to provide an Order Number. By default, it uses the customer email from the helpdesk. If the customer provides an email in the text, we use that email to update the customer's shipping address via the Stripe API.
7. Update email address → This workflow works with the customer's email address. By default, it uses the customer email from the helpdesk. If the customer provides their email, we use that email to update the customer's email with the new email (also provided by the customer) using the Stripe API
8. Refund order → For this workflow, the user needs to provide the Order Number. If the user does not provide it, Siena will prompt them to provide the order number for their order. Since the workflow is built to refund a specific order, the order number is mandatory to retrieve that data. The order is refunded using the Stripe API once the order number is provided.
9. Resume Subscription → This workflow works with the customer's email address. By default, it uses the customer email from the helpdesk. If the customer provides their email, we use that email to retrieve the paused subscription from the Stripe API. Once the paused subscription is loaded, we attempt to resume it.

Relevant Links

To learn more about Stripe and explore its API, please refer to Stripe's documentation.