Finance & Accounting

Connect Stripe to Sortment

Connect Stripe to Sortment so its AI agents can use billing and payment data to trigger renewal, payment and upgrade campaigns. You approve every change.

Book a call Read the docs

Actions: 428
Triggers: 40
Authentication: API Key, OAuth2
Category: Finance & Accounting

What Sortment's agents can do in Stripe

428 actions. The ones lifecycle programs use most are shown first.

Add lines to invoice
Create Card Payments Capability
Create Account Session
Create Bank Account Token
Create Billing Meter Event V2
Create Billing Meter Event Adjustment
Create Billing Meter Event Session
Create Customer
Create Customer Balance Transaction
Create customer bank account
Create customer card
Create Customer Session
Create card or payment source
Create customer subscription
Create Customer Tax ID
Create an invoice
Create invoice item
Create payment intent
Create Payment Link
Create payment method
Create payment method configuration
Create payment method domain
Create Preview Invoice
Create product
Create a Report Run
Create subscription
Create subscription item
Create subscription schedule
Search Stripe customers
Update customer subscription
Update subscription item
Update subscription
Update Account Capability
Create or Retrieve Customer Funding Instructions
Search Stripe customers
Update Invoice Line Item

Show all 428 actions

Update payment method configuration
Update Payment Method Domain
Update subscription schedule
Update subscription
Create Meter Event Adjustment
Search Stripe customers
Search invoices
Search payment intents
Search Stripe products
Search subscriptions
Send invoice for manual payment
Update Customer
Update Customer Balance Transaction
Update customer bank account
Update customer bank account
Update customer card
Update customer source
Update Customer Subscription
Update Event Destination
Update External Account
Update Invoice
Update invoice item
Update Payment Intent
Update Payment Link
Update Payment Method
Update product
Update Subscription
Update Subscription Schedule
Create Apple Pay Domain
Create apps secret
Create billing alert
Create billing credit grant
Create billing meter
Create Billing Portal Configuration
Create Billing Portal Session
Create Charge Refund
Create Checkout Session
Create Coupon
Create Credit Note
Create CVC Update Token
Create Feature Entitlement
Create Ephemeral Key
Create File
Create File Link
Create Financial Connections Session
Create FX Quote
Create PII Token
Create a plan
Create a price
Create Promotion Code
Create a quote
Create Refund
Create Reversal Tax Transaction
Create Setup Intent
Create a shipping rate
Create Source
Create Tax Calculation
Create Tax ID
Create tax rate
Create Tax Registration
Create Tax Transaction from Calculation
Create Terminal Configuration
Create Terminal Connection Token
Create Terminal Location
Create Terminal Onboarding Link
Create Terminal Reader
Create Test Clock
Create Test Confirmation Token (Test Mode Only)
Create CVC update token
Create Transfer
Create usage record
Find a secret by name and scope
Find tax association
Update Charge
Update file link
Update setup intent
Update Terminal Configuration
Update balance settings overview
Update Billing Portal Configuration
Update and retrieve Checkout Session
Update Credit Note
Update payout metadata
Update Plan Overview
Update Promotion Code
Update Shipping Rate
Update Tax Rate
Search Stripe charges
Search Stripe prices
Update Application Fee Refund
Update billing credit grant
Update Billing Meter
Update Billing Portal Configuration
Update Cash Balance Settings
Update Charge
Update Charge Dispute
Update Charge Refund
Update Checkout Session
Update Coupon
Update Dispute
Update entitlements feature
Update a price
Update Promotion Code
Update Quote
Update Tax Registration
Update Tax Settings
Update Terminal Location
Update Terminal Reader
Retrieve Account
List Account Capabilities
Retrieve Account Capability
Retrieve Person from Account
List all persons for an account
Retrieve Account
Retrieve Account Token
List billing credit grants
List billing meters
List portal configurations
Retrieve climate product
Retrieve customer cash balance transaction
List customer balance transactions
Retrieve Customer Balance Transaction
List customer bank accounts
Retrieve customer bank account
List all cards
Retrieve customer card
Get customer cash balance
List cash balance transactions
Get customer discount
List customer payment methods
Retrieve customer's payment method
List customer sources
Retrieve customer subscription
Get customer subscription discount
List customer tax IDs
Retrieve a customer tax ID
List active entitlements
List events
Retrieve event
Retrieve Invoice Item
Retrieve an invoice payment
Retrieve Invoice
Get Invoice Line Items
Retrieve Linked Account
Retrieve Payment Attempt Record
Get payment intent amount details line items
Retrieve payment link
Get payment link line items
Retrieve payment method
Retrieve payment method configuration
Retrieve Payment Method Domain
Retrieve Payment Record
Retrieve a product
Retrieve product feature
List Stripe promotion codes
Get Radar Value List
List Radar value list items
Retrieve a Report Run
Retrieve a report type
List setup attempts
Retrieve subscription
Retrieve subscription item
Retrieve subscription schedule
Retrieve Upcoming Invoice Line Items
List Invoice Payments
List payment method configurations
List payment method domains
List payment methods
List Radar Early Fraud Warnings
Get Radar value lists overview
Get reporting report types overview
List subscription schedules
List tax IDs
Retrieve V2 Core Event
List subscription item period summaries
List Apple Pay domains
List Application Fees
List apps secrets
List Balance Transactions
List billing alerts
List credit balance transactions
List Charge Refunds
List Charges
List Checkout Sessions
List Climate Orders
List climate products
List climate suppliers
List country specs
List Stripe coupons
List Credit Notes
List customers
List customer subscriptions
List Disputes
List entitlements features
List file links
List files
List Financial Connections Accounts
List forwarding requests
List FX quotes
List Invoice Items
List Invoice Payments
List Invoice Rendering Templates
List Invoices
List meter event summaries
List Payment Attempt Records
List payment intents
List payment links
List Payouts
List plans
List prices
List products
List product features
List Stripe promotion codes
List Quotes
List Radar Reviews
List Refunds
List Report Runs
List open reviews
List SetupAttempts
List setup intents
List Sigma scheduled query runs
List subscription items
List subscriptions
List tax codes
List tax rates
List tax registrations
List terminal configurations
List terminal locations
List terminal readers
List test clocks
List Top-ups
List transfers
List V2 Core Event Destinations
List v2 core events
Mark invoice as uncollectible
Verify customer bank account
Retrieve customer
Retrieve payment intent
Retrieve Upcoming Invoice
Bulk update invoice line items
Validate payment method domain
Verify microdeposits on payment intent
Set Terminal Reader Display
Download File Contents
Download Quote PDF
Retrieve active entitlement
Retrieve Apple Pay Domain
Get balance settings overview
Retrieve Balance Transaction
Retrieve Billing Alert
Get Billing Credit Balance Summary
Retrieve credit balance transaction
Retrieve billing credit grant
Retrieve Billing Meter
Get billing portal configuration
Retrieve Charge Dispute
Get Charge Refund Details
Get Checkout Session Line Items
Retrieve climate supplier details
Retrieve Confirmation Token
Retrieve Country Spec
Retrieve Coupon Details
Get Credit Note Lines
Retrieve a credit note
Get Credit Note Preview Lines
Retrieve entitlements feature
Retrieve file link
Retrieve File
Retrieve Financial Connections Session
Retrieve FX Quote
Retrieve mandate
Get monthly recurring revenue
Retrieve a payout
Retrieve plan
Retrieve a price
Get quote details
Get Quote Computed Upfront Line Items
Get Quote Line Items
Retrieve a refund
Retrieve setup intent
Retrieve Shipping Rate
Retrieve Tax Calculation
Get Tax Calculation Line Items
Retrieve tax code
Retrieve tax ID
Retrieve a tax rate
Retrieve tax registration
Get Tax Settings
Retrieve Tax Transaction
Get tax transaction line items
Retrieve terminal configuration
Retrieve Terminal Location
Retrieve Terminal Reader
Retrieve test clock
Retrieve Token
Retrieve transfer reversal
Retrieve Dispute Details
Get Shipping Rates Overview
Get tax codes
Get tax rates
Get Radar Early Fraud Warnings
Set Reader Display
Set Terminal Reader Display
Retrieve Balance
Retrieve Charge Details
Retrieve Checkout Session
Retrieve Promotion Code
Set reader display
Set terminal reader display
Verify microdeposits on setup intent
Apply customer balance to payment intent
Attach source to customer
Attach payment to invoice
Attach payment method to customer
Attach feature to product
Capture payment intent
Collect payment method on Terminal Reader
Confirm payment intent
Void an invoice
Finalize an invoice
Migrate subscription to flexible billing
Pay an invoice
Void an invoice
Report Payment Record
Process payment on terminal reader
Void an invoice
Void invoice
Void an invoice
Report Payment Attempt
Report Payment Attempt Canceled
Report payment attempt guaranteed overview
Report payment attempt information
Report Payment Record Refund
Release subscription schedule
Present payment method on reader
Report Payment Attempt Failed
Resume subscription
Void an invoice
Accept quote
Activate billing alert
Advance test clock
Capture Charge
Close Dispute
Confirm setup intent
Confirm PaymentIntent on Terminal Reader
Expire billing credit grant
Expire Checkout Session
Finalize quote
Fund Test Mode Cash Balance
Preview Credit Note
Void billing credit grant
Process setup intent on terminal reader
Reactivate Billing Meter
Simulate successful input collection
Simulate Terminal Reader Input Collection Timeout
Void a credit note
Who Am I
Cancel payment intent
Cancel subscription
Cancel subscription schedule
Delete customer bank account
Delete customer discount
Delete customer
Cancel customer subscription
Delete customer subscription discount
Delete customer tax ID
Delete draft invoice
Delete invoice item
Delete product
Delete product feature
Delete subscription discount
Delete subscription item
Cancel subscription
Detach payment from invoice
Detach payment method
Disable Event Destination
Remove lines from invoice
Archive billing alert
Cancel Quote
Cancel setup intent
Cancel Terminal Reader Action
Deactivate billing alert
Deactivate Billing Meter
Delete Apple Pay Domain
Delete apps secret
Delete coupon
Delete ephemeral key
Delete plan
Delete tax ID
Delete Terminal Configuration
Delete Terminal Location
Delete Terminal Reader
Delete test clock

How it works

1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.