Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Stripe to Sana to manage your payments, customers, invoices, and subscriptions. Search customers, process refunds, create invoices, and monitor your balance directly from Sana.

In summary, the connector has the following key characteristics:

Category: Finance
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List refunds

Create refunds

Update refunds

List payouts

Create payouts

Update payouts

List payment intents

Create payment intents

Update payment intents

List balance history

Find customers

Create customers

Update customers

List invoices

Create invoices

Update invoices

Find subscriptions

Create subscription

Cancel subscription

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Stripe. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Cancel or reverse payout

Cancel payment intent

Cancel subscription

Capture payment intent

Confirm payment intent

Create billing meter

Create customer

Create invoice

Create invoice item

Create payout

Create payment intent

Create price

Create product

Create refund

Create subscription

Create usage record

Delete customer

Delete invoice item

Delete or void invoice

Finalize invoice

List balance history

List customers

List invoices

List payment intents

List payouts

List refunds

Retrieve balance

Retrieve checkout session

Retrieve checkout session line items

Retrieve customer

Retrieve invoice

Retrieve invoice item

Retrieve payout

Retrieve payment intent

Retrieve price

Retrieve product

Retrieve refund

Search customers

Search subscriptions

Send invoice

Update customer

Update invoice

Update invoice item

Update payout

Update payment intent

Update refund

Void invoice

Write off invoice

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Stripe.

Trigger

Canceled Subscription

New Abandoned Cart

New Custom Webhook Events

New Customer

New Dispute

New Failed Invoice Payment

New Failed Payment

New Invoice

New Payment

New Subscription

Subscription Updated

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Stripe when generating the key.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Stripe in the list of available connectors

Scroll to the Available connectors section and locate Stripe.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Stripe card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Provide your Stripe credentials

You'll be asked to paste the credentials for Stripe so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

You've successfully connected your Stripe account. Click Continue to complete the setup and start using the connector.