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Stripe: Billing data your whole stack can act on
Stripe manages customers, subscriptions, invoices, charges, and payment intents. Tray connects Stripe so billing events trigger workflows across your stack, and agents can query or act on the same data.
Automations
Integrations
Agents
Use cases
Stripe + Tray
Stripe is where billing data lives: customers, charges, subscriptions, invoices, payment intents, and balance transactions. On its own, Stripe doesn't route that data to your CRM, provision access when a subscription activates, or alert your finance team when a payment fails.
Tray bridges the gap by turning billing events into multi-step workflows that read from Stripe, apply logic, and write to every system that needs to act.
See how different teams use Tray to take action from Stripe.
What you can do with Tray
Revenue operations
Revenue operations
If you work in revenue operations, these are common ways teams use Tray with Stripe to monitor subscription health and act on billing changes.
- Flag subscription changes in your CRM: Update records and queue accounts for outreach when a subscription status changes
- Trigger dunning sequences: Start a recovery workflow and notify the account owner when a charge fails
- Push expansion revenue to your MRR tool: Sync subscription upgrades to your revenue tracking system when a plan changes
Finance
Finance
If you work in finance, these are common ways teams use Tray with Stripe to automate reconciliation and keep billing records accurate.
- Sync paid invoices to your ERP: Write invoice outcomes to NetSuite, QuickBooks, or your accounting system when an invoice is settled
- Export balance transactions on a schedule: Route balance transaction data to finance dashboards or reconciliation pipelines on a recurring basis
- Alert the team on disputes and refunds: Notify the right people and log the event when a charge is disputed or a refund is issued
Sales
Sales
If you work in sales, these are common ways teams use Tray with Stripe to connect billing signals to pipeline and rep workflows.
- Create CRM records from new customers: Add or update contacts and accounts in your CRM when a new Stripe customer or subscription is created
- Route upsell signals to reps: Notify the account owner and create a follow-up task when a customer upgrades a plan
- Track trial conversions in your CRM: Log when a trialing subscription converts or lapses and update the pipeline record accordingly
Product and engineering
Product and engineering
If you work in product or engineering, these are common ways teams use Tray with Stripe to tie billing events to product behavior.
- Provision access on subscription activation: Call a feature flag or internal provisioning service when a subscription becomes active
- Sync the product and plan catalog: Mirror product and plan updates in Stripe to internal systems that power pricing pages or billing portals
- Surface billing anomalies to an ops channel: Route failed charge patterns or payment intent issues to the right team for investigation
Customer success
Customer success
If you work in customer success, these are common ways teams use Tray with Stripe to act on billing health before it becomes churn.
- Run dunning sequences automatically: Send timed nudges and escalate to the CS owner when a subscription payment goes unresolved
- Send upcoming invoice previews: Retrieve and deliver a pre-bill summary to the customer or CS rep ahead of the renewal date
- Apply retention coupons from the CRM: Create and attach a coupon in Stripe when an at-risk account is flagged in your customer success tool
Support
Support
If you work in support or operations, these are common ways teams use Tray with Stripe to handle billing requests without switching tools.
- Attach billing context to support tickets: Retrieve the relevant charge, invoice, or customer record from Stripe and surface it on the ticket automatically
- Route refund requests through approvals: Send refund requests through a Slack or email approval step and execute the action in Stripe once confirmed
- Action subscription changes from support: Update a subscription in Stripe and confirm the change back to the ticketing system when a customer requests a plan change
Automations
Automations with Stripe and Tray
Tray can start workflows from Stripe webhook events. Configure a webhook in your Stripe developer dashboard pointing to the Tray workflow URL, and Tray will fire when any of Stripe's event types occurs, including charge failures, subscription changes, invoice payments, and customer creation. For scenarios that don't rely on webhooks, workflows can also be scheduled to list and process invoices, charges, or balance transactions on a recurring basis.
Once triggered, workflows can apply conditional logic such as branching on subscription status, charge outcome, or customer attributes, and route approvals through Slack or email, write results back to Stripe (updating subscriptions, applying coupons, paying invoices), and push data to connected systems.
Integrations
Integrations with Stripe and Tray
Stripe sits at the center of a billing stack, but payment events rarely stay there. Tray connects Stripe to CRMs, ERPs, support platforms, data warehouses, messaging tools, and provisioning systems so every charge, subscription change, or invoice update flows to wherever action needs to happen. Because Tray handles the orchestration, teams can build multi-step workflows that read from Stripe, apply logic, and write to multiple systems without custom code on each path.
Stripe integration capabilities
Integrate Stripe with 700+ applications plus any system with an API using our HTTP connector. These domains mirror Stripe’s API and reflect how teams actually work in Stripe.
Read, create, and update Stripe customers, subscriptions, and plans
- Customer records: Get, create, and update customers including contact details and tax IDs
- Subscription lifecycle: Create, update, and delete subscriptions and list them by status for downstream routing
- Plan and product data: List and retrieve products and plans to keep your billing catalog in sync
- Subscription schedules: Read schedules to track phased pricing or upcoming plan changes
Agents
Build agents with Stripe and Tray
Tray agents turn Stripe billing data into action. They ground on approved customer and subscription context such as charges, invoices, payment intents, and balance transactions, then call governed tools to update records, trigger workflows, and answer billing questions. Every outcome writes back to Stripe and connected systems, so teams can ask, act, and audit in one continuous flow.
Ground agents with the billing context they need to act accurately
- Object scope: Access customers, subscriptions, invoices, charges, payment intents, and balance transactions within approved API key permissions
- Freshness: Query live Stripe data on demand or detect billing changes on schedule using list operations with date filters
- Scoped access: Limit agents to the Stripe objects and operations relevant to their role
Frequently Asked Questions
Find answers to common questions about our products and services.
How does authentication work?
The Stripe connector authenticates using a Stripe API secret key with permissions for the Charges or Webhooks resources at minimum. Restricted keys are supported.
Does Tray support real-time Stripe triggers?
Yes. Configure a webhook endpoint in your Stripe developer dashboard pointing to the Tray workflow URL and choose from 141 event types covering customers, charges, invoices, subscriptions, and disputes.
Which Stripe objects can Tray read and write?
Tray supports customers, subscriptions, subscription schedules, plans, products, invoices, invoice line items, charges, payment intents, setup intents, payment methods, cards, bank accounts, balance transactions, coupons, and tax IDs.
Can Tray handle billing workflows with approvals?
Yes. Tray can route approval requests through Slack or email before executing sensitive Stripe actions like canceling a subscription or issuing a refund.
How do I act on failed payments without a custom dunning system?
Configure a webhook trigger on a charge or invoice failure event, then use Tray to run retry logic, notify the account owner, and update the CRM record automatically.
What's the best way to start with Stripe + Tray?
A single webhook-triggered workflow on a high-value event, such as a subscription status change or failed payment, is a good first automation to build from.
FAQs
Yes. Configure a webhook endpoint in your Stripe developer dashboard pointing to the Tray workflow URL and choose from 141 event types covering customers, charges, invoices, subscriptions, and disputes.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes