Connect Wealthbox and Stripe integrations
Connect Wealthbox 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 Wealthbox 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.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new event.
Creates a new opportunity.
Creates a new note.
Creates a new project.
Creates a new task.
Creates a new workflow.
Deletes a specific contact using its unique identifier.
Removes a member from a household.
Deletes an existing event from your account (workspace).
Deletes an existing opportunity from your account (workspace).
Deletes an existing project from your account (workspace).
Deletes an existing task from your account (workspace).
Retrieves a specific contact using its unique identifier.
Retrieves a specific event using its unique identifier.
Retrieves a specific opportunity using its unique identifier.
Retrieves a specific note using its unique identifier.
Retrieves a specific project using its unique identifier.
Retrieves a specific task using its unique identifier.
Retrieves a specific workflow using its unique identifier.
Performs an arbitrary authorized API call.
Reverts a workflow step.
Updates a specific contact using its unique identifier.
Updates an existing event with new properties.
Updates an existing opportunity with new properties.
Updates an existing note with new properties.
Updates an existing project with new properties.
Updates an existing task with new properties.
Updates an existing workflow with new properties.
Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.
Cancels a previously created payout.
Captures an existing uncaptured payment intent by its ID.
Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.
Creates a new customer object.
Creates a new invoice by the customer ID.
Creates a new invoice item to be added to a draft invoice.
Creates a Payment Intent.
To send funds to your own bank account, you create a new payout object.
Creates a new refund.
Permanently deletes a customer. It cannot be undone.
Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.
Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.
Finalizes a draft invoice by its ID.
Performs an arbitrary authorized API call.
Retrieves the balance transaction with the given ID.
Retrieves the details of an existing customer.
Retrieves the details of an existing invoice with the given ID.
Retrieves the details of an existing invoice item with the given ID.
Retrieves the details of a Payment Intent that has previously been created.
Retrieves the details of an existing payout.
Retrieves the details of an existing refund.
Retrieves the current account balance.
Updates the specified customer by setting the values of the parameters passed.
Updates the specified invoice by setting the values of the parameters passed.
Updates the specified invoice item by setting the values of the parameters passed.
Updates the specified payment intent by setting the values of the parameters passed.
Updates the specified payout by setting the values of the parameters passed.
Updates the specified refund by setting the values of the parameters passed.
Voids a finalized invoice with the given ID. This cannot be undone.
Returns a list of transactions that have contributed to the Stripe account balance.
Retrieves a list of customers.
Retrieves a list of invoice line items by the invoice ID.
Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.
Returns a list of all refunds you’ve previously created.
Retrieves a list of payment intents or filters by customer ID.
Retrieves all lines of the specified payment link.
Retrieves a list of customers filtered by criteria.
Retrieves a list of invoice items filtered by criteria.
Retrieves a list of invoices filtered by criteria.
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Build your Wealthbox and Stripe integrations.
Create custom Wealthbox and Stripe workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a member to the household.
Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.
Cancels a previously created payout.
Captures an existing uncaptured payment intent by its ID.
Completes a workflow step.
Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.
Creates a new contact.
Creates a new customer object.
Creates a new note.
Popular Wealthbox and Stripe workflows.
Looking to get more out of Wealthbox and Stripe? With Make you can visually integrate Wealthbox and Stripe into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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.
TRY IT ->Send Stripe payment notifications via custom webhooks and respond with gateway actions
Automatically send Stripe payment notifications via custom webhooks and respond with gateway actions, streamlining your payment processing and communication workflow.
TRY IT ->Send email notifications for new Stripe events using Google Email
Automatically send email notifications via Google Email for every new event detected in Stripe, keeping you updated on important transactions instantly.
TRY IT ->Send email notifications for new Stripe events
Stay on top of your business transactions by automating your email notifications with this template. Every time a new event occurs in Stripe, Make will automatically send an email to keep you informed. This integration ensures you never miss important updates related to your payments, subscriptions, or refunds, enhancing your operational efficiency and customer communication. Perfect for businesses looking to streamline their financial processes and maintain timely correspondence.
TRY IT ->Add a new row in Microsoft Excel for every Stripe event
Streamline your financial tracking by automatically adding new Stripe event data to Microsoft Excel. With this template, every time a new event occurs in Stripe, Make will create a new row in your Excel worksheet, ensuring that your financial records are always up-to-date and easily accessible for analysis. Perfect for businesses looking to enhance their accounting processes and maintain accurate financial documentation.
TRY IT ->Create new customers in Stripe from new subscribers in MailerLite
Every time a new customer is created in Stripe, a new subscriber will be instantly created in MailerLite.
TRY IT ->
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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.
TRY IT ->Import new Bank Statement lines in FreeFinance from payments in Stripe
Every time a new payment is received in Stripe, a new bank statement line will be instantly created in FreeFinance. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].
TRY IT ->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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