ConvertKit + Stripe
Connect ConvertKit and Stripe to Automate Your Creator Business
Sync payment events from Stripe directly into ConvertKit to send perfectly timed emails, tag subscribers by purchase behavior, and grow revenue without babysitting your tools.
Why integrate ConvertKit and Stripe?
ConvertKit and Stripe do different jobs — one runs your email list, the other runs your payments. But when they don't talk to each other, things fall through the cracks fast. A new purchase goes unacknowledged for hours. A failed payment gets no follow-up. A cancellation leaves someone in the wrong sequence. Connecting ConvertKit with Stripe on tray.ai means every payment event — success, failure, cancellation — instantly triggers the right email sequence, tag, or subscriber update, without you touching a thing.
Automate & integrate ConvertKit & Stripe
Use case
Instantly Onboard New Customers After a Stripe Purchase
When a customer completes a payment in Stripe, tray.ai adds them to the right ConvertKit sequence with the right tags applied — whether they bought a course, membership, or digital product. Every new buyer gets a timely, relevant onboarding experience without any manual list management. Better first impressions, stronger product adoption from day one.
Use case
Recover Failed Payments with Automated Dunning Sequences
When Stripe fires a payment failure or card decline event, tray.ai immediately tags the affected subscriber in ConvertKit and enrolls them in a dunning email sequence. These emails prompt customers to update their billing details before their access lapses — recovering revenue that would otherwise just disappear. Once Stripe confirms a successful retry, the dunning tag comes off automatically.
Use case
Segment Email Lists by Product or Subscription Tier
Different Stripe products and price plans mean different customer segments, and your emails should reflect that. tray.ai maps Stripe product metadata to ConvertKit tags and custom fields, so subscribers are automatically segmented by what they've purchased or which plan they're on. Upsell sequences and tier-specific announcements actually feel relevant because they're based on real purchase data.
Use case
Remove or Update Subscribers When Subscriptions Are Cancelled
When a customer cancels their Stripe subscription, tray.ai detects the event and updates their ConvertKit profile right away — applying a cancellation tag, removing active-member tags, and enrolling them in a win-back sequence. Cancelled customers stop receiving active-member emails, and you get an automated shot at winning them back. Your list stays clean, your segments stay accurate.
Use case
Reward and Upsell Loyal Long-Term Subscribers
Using Stripe subscription anniversary and billing milestone events, tray.ai can trigger ConvertKit sequences that hit long-term subscribers with exclusive offers, upgrade invitations, or thank-you content. Reaching them at the right moment measurably improves upsell conversion rates. Without automation, this kind of lifecycle marketing is nearly impossible to pull off at scale.
Use case
Gate Content Delivery Behind Stripe Payment Confirmation
For creators selling digital downloads, courses, or gated newsletter tiers, tray.ai verifies a successful Stripe payment before triggering a ConvertKit email that delivers protected content or access credentials. Nothing goes out until the payment clears. The entire delivery workflow runs automatically, so buyers get a smooth, professional experience and you don't have to chase down access requests.
Use case
Sync New ConvertKit Subscribers Who Complete Lead-to-Purchase Funnels
When a ConvertKit subscriber converts into a paying Stripe customer after going through a nurture sequence, tray.ai updates their subscriber profile with purchase data, adjusts their tags, and moves them from a prospect sequence to a customer onboarding flow. No converted lead gets stuck in the wrong sequence. You also get a clear picture of how your email marketing directly drives Stripe revenue.
Get started with ConvertKit & Stripe integration today
ConvertKit & Stripe Challenges
What challenges are there when working with ConvertKit & Stripe and how will using Tray.ai help?
Challenge
Matching Stripe Customers to ConvertKit Subscribers Reliably
Stripe customers and ConvertKit subscribers live in separate systems with no shared identifier, so linking a payment event to the right email subscriber gets complicated — especially when customers check out with a different email than the one on their list.
How Tray.ai Can Help:
tray.ai's workflow logic lets you build matching rules that look up subscribers by email, fall back to custom field values like a Stripe customer ID stored in ConvertKit, and handle edge cases like duplicate or mismatched records — so every Stripe event lands on the right subscriber.
Challenge
Handling Stripe Webhook Reliability and Event Ordering
Stripe sends webhook events in near-real-time, but they can occasionally arrive out of order or fire more than once. Without proper handling, that means duplicate tags or sequences firing multiple times in ConvertKit.
How Tray.ai Can Help:
tray.ai has built-in idempotency handling and conditional logic that checks whether an action has already been performed before executing it, preventing duplicate tags or sequence enrollments from Stripe's webhook retry mechanism.
Challenge
Mapping Multiple Stripe Products to the Right ConvertKit Sequences
When you sell multiple products, plans, and price tiers in Stripe, each one typically maps to a different ConvertKit tag, custom field, or sequence. Maintaining that mapping manually is error-prone, and it gets messier as your product catalog grows.
How Tray.ai Can Help:
tray.ai's branch and lookup table logic lets you define a centralized mapping between Stripe price IDs or product names and their corresponding ConvertKit tags and sequences. When your catalog changes, you update the mapping in one place — no rewriting entire workflows.
Challenge
Keeping Subscriber Status Accurate Across Upgrades and Downgrades
When a Stripe customer upgrades or downgrades their plan, ConvertKit needs to lose the old plan tags and gain the new ones at the same time. If that doesn't happen cleanly, subscribers end up in the wrong segments and receive emails for the wrong tier.
How Tray.ai Can Help:
tray.ai workflows triggered by Stripe's customer.subscription.updated event read both the previous and current plan attributes from the webhook payload, then remove outdated ConvertKit tags and apply the correct new ones in a single workflow run.
Challenge
Ensuring GDPR and Data Privacy Compliance Across Both Platforms
Syncing personal data — email addresses, purchase history, billing information — between Stripe and ConvertKit means staying on top of GDPR, CCPA, and other applicable regulations around consent, data minimization, and the right to erasure.
How Tray.ai Can Help:
tray.ai gives you full control over which data fields pass between Stripe and ConvertKit. You can exclude sensitive billing details from email platform records, build deletion workflows that remove subscriber data from ConvertKit when a Stripe customer requests erasure, and audit every data transformation step for compliance documentation.
Start using our pre-built ConvertKit & Stripe templates today
Start from scratch or use one of our pre-built ConvertKit & Stripe templates to quickly solve your most common use cases.
ConvertKit & Stripe Templates
Find pre-built ConvertKit & Stripe solutions for common use cases
Template
Stripe Payment Succeeded → Add ConvertKit Subscriber and Tag
This template listens for successful charge or payment intent events in Stripe, then creates or updates the corresponding subscriber in ConvertKit, applies a product-specific purchase tag, and enrolls them in the designated onboarding sequence — all in real time.
Steps:
- Trigger: Stripe webhook fires on payment_intent.succeeded or charge.succeeded event
- Lookup or create subscriber in ConvertKit using the customer's email address from Stripe metadata
- Apply a purchase tag in ConvertKit mapped to the specific Stripe product or price ID
- Enroll the subscriber in the appropriate post-purchase ConvertKit sequence
Connectors Used: Stripe, ConvertKit
Template
Stripe Payment Failed → Enroll Subscriber in Dunning Sequence
This template triggers when Stripe reports a failed payment or invoice payment failure, immediately tagging the affected ConvertKit subscriber and enrolling them in a dunning recovery email sequence to prompt them to update their billing details before access is revoked.
Steps:
- Trigger: Stripe webhook fires on invoice.payment_failed or charge.failed event
- Identify the ConvertKit subscriber by matching the Stripe customer email
- Apply a 'payment-failed' tag and remove active-membership tags in ConvertKit
- Enroll subscriber in a dunning recovery sequence in ConvertKit with payment update CTA
- Remove dunning tag automatically when Stripe fires a subsequent payment_succeeded event
Connectors Used: Stripe, ConvertKit
Template
Stripe Subscription Cancelled → Move Subscriber to Win-Back Flow
When a Stripe subscription cancellation event is detected, this template updates the subscriber's tags in ConvertKit to reflect their churned status and moves them into a win-back email sequence designed to re-engage them with a targeted offer or feedback request.
Steps:
- Trigger: Stripe webhook fires on customer.subscription.deleted event
- Find matching ConvertKit subscriber using the Stripe customer email
- Remove active-subscription tags and apply a 'churned' or 'cancelled' tag in ConvertKit
- Enroll subscriber in a win-back sequence with a special re-engagement offer or survey
Connectors Used: Stripe, ConvertKit
Template
New ConvertKit Purchase Tag → Create or Update Stripe Customer Record
This reverse-direction template watches for a purchase-indicating tag being applied in ConvertKit — such as from a third-party checkout — and creates or updates the corresponding customer record in Stripe, keeping billing and email data in sync.
Steps:
- Trigger: ConvertKit webhook or poll detects a new tag applied to a subscriber
- Filter to confirm the tag matches a purchase or product-specific identifier
- Search Stripe for an existing customer record by the subscriber's email address
- Create a new Stripe customer or update existing metadata with ConvertKit subscriber data
Connectors Used: ConvertKit, Stripe
Template
Monthly Stripe Revenue Summary → ConvertKit Broadcast to Stakeholders
This template runs on a schedule, pulling the prior month's revenue and subscriber growth data from Stripe, then composing and sending a ConvertKit broadcast to an internal stakeholder list or investor update segment with business metrics.
Steps:
- Trigger: Scheduled workflow runs on the first day of each month
- Query Stripe API for MRR, new customers, churned customers, and total revenue for the previous month
- Format the revenue data into a structured summary with metrics and trends
- Send a ConvertKit broadcast to an internal stakeholder or team subscriber segment
Connectors Used: Stripe, ConvertKit
Template
Stripe Subscription Renewal → Trigger Re-Engagement or Upsell Email
Each time a Stripe subscription successfully renews, this template fires an automated ConvertKit email that either thanks the customer for their continued loyalty, delivers a member-exclusive offer, or presents a contextual upsell based on how long they've been subscribed.
Steps:
- Trigger: Stripe webhook fires on invoice.paid event for a recurring subscription invoice
- Determine subscription age by comparing current date to the subscription start date in Stripe
- Branch logic: send loyalty thank-you email for long-term subscribers, or upsell offer for newer ones
- Tag subscriber in ConvertKit with renewal milestone to suppress duplicate sends
Connectors Used: Stripe, ConvertKit