Stripe: Create customer

🕙  1 minute read

Use this action to create a customer record in Stripe. With a customer record, you can perform recurring charges and track multiple charges that are associated with the same customer.

At this time, a payment method cannot be included when creating a customer.

Use case

  • Use the Stripe integration in Catalytic to accept customer payments from all major cards. No sensitive data is stored within Workflow for PCI-DSS compliance.
  • Include customer payment and customer creation actions as part of an automated procurement process.
  • Keep customer records in Stripe up to date with customer records in Salesforce or other systems.

How to configure this action

This action requires a preconfigured Stripe integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • Name

    • Name of the card holder
  • Phone

    • Phone number of the customer
  • Email

    • Email address of the customer
  • Description

    • Customer contact’s first name
  • Account balance

    • An integer amount in cents that is the starting account balance for your customer
      • A negative amount represents a credit that will be used before attempting any charges to the customer’s card
      • A positive amount will be added to the next invoice
  • Business VAT ID

    • The customer’s VAT identification number
    • If you are using Relay, this field gets passed to tax provider you are using for your orders
  • Source ID

    • The ID or token of a payment source
  • Default source

    • The customer’s default payment method
  • Shipping

    • Address line 1
    • Address line 2
    • City
    • State
    • Zip
    • Country
  • Coupon

    • Coupon code to be applied to customer

What will this output?

This action outputs the Customer ID from the newly created customer. This is the only method for retrieving a single customer ID.

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