Connect Wealthbox and Stripe integrations

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.

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

Every time a new conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.

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

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.

Export Wealthbox Person contacts to Google Sheets. Wealthbox offers many parameter. In this template, we will use a Person contact and export First name, Last name, and an email. A limit of max. 3200 records applies.

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.

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.