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Connect Access Charity CRM and Stripe integrations

Connect Access Charity CRM and Stripe with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Access Charity CRM and Stripe to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Access Charity CRM
Stripe
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Popular Access Charity CRM and Stripe workflows.

Looking to get more out of Access Charity CRM and Stripe? With Make you can visually integrate Access Charity CRM and Stripe into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Stripe
Google Sheets
Save new Stripe charges automatically to a Google Sheets spreadsheet

Every time a new charge is created in Stripe, Make will automatically add that charge to a Google Sheet spreadsheet.

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Stripe
Google Sheets
Delete all paid Stripe invoices from your database 2/2

In the first scenario the customers were added to a sheet when they have unpaid invoices. This scenario deletes them from the sheet once their invoices are paid in Stripe.

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Stripe
Google Sheets
Slack
Save your daily Stripe balances to a database

Get your Stripe daily balances stored conveniently on a Google Spreadsheet and also sent as a notification to the relevant person/team on Slack.

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Stripe
Google Sheets
Slack
Save the total number of active customers in Stripe to a database

Keep up to date with the total number active customers in Stripe. This information will be stored on a Google Sheet and a notification will also be sent to the person/team on Slack. It is set up to execute on the first of each month.

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Stripe
Google Sheets
Flow Control
HTTP
Email
Tools
Slack
Send reminders for unpaid Stripe invoices to your customers and escalate for multiple defaults 1/2

When you customers are past due on the invoices, store them on a Google Sheet for recording keeping and send the a reminder email. If they have more than one unpaid invoice on the sheet, escalate this to management for their attention.

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Stripe
BigMarker
Gmail
Create BigMarker conferences for new Stripe payments

Every time a new Stripe charge is successfully captured, Make will automatically create a new conference. Then, the conference information is sent to the customer via Gmail.

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Gmail
Flow Control
Access Charity CRM
Log emails to Access Charity CRM from new emails in Gmail

This template regularly checks for new emails in Gmail and uses the retrieved information to log an email with all attachments in Access Charity CRM.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to Access via the web page: https://accessgroup.my.site.com/Support/s/login/

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Stripe
HubSpot CRM
Create (or update) a HubSpot CRM contact from a succeeded Stripe payment intent

Use this template to automatically create (or update) a HubSpot CRM contact when a Stripe payment intent has succeeded.

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Build your Access Charity CRM and Stripe integrations.

Create custom Access Charity CRM and Stripe workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Stripe
Cancel a Payment Intent

Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.

Action
Stripe
Cancel a Payout

Cancels a previously created payout.

Action
Stripe
Capture a Payment Intent

Captures an existing uncaptured payment intent by its ID.

Action
Stripe
Confirm a Payment Intent

Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.

Action
Access Charity CRM
Create a Communication

Creates a Communication

Action
Access Charity CRM
Create a Contact or Update a Contact

Creates and updates contacts

Action
Stripe
Create a Customer

Creates a new customer object.

Action
Stripe
Create a Payment Intent

Creates a Payment Intent.

Action
Stripe
Create a Payout

To send funds to your own bank account, you create a new payout object.

Action

Connect any app with Access Charity CRM and Stripe

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