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Integrations

Stripe

Create payment links, Checkout sessions, customers, invoices, retrieve payment status, and create refunds.

Automation buildersAdministratorsIntermediateAvailable

What this guide covers

  • A Stripe account authorized through the Yanola connection flow. An API-key connection route also exists where that option is enabled.
  • 6 supported workflow actions.
  • Authorize only the Stripe account that should receive live or test payment operations. Stripe permissions and account mode govern which resources are accessible.
  • Refunds and invoice operations can create irreversible financial effects; validate identifiers and amounts before live activation.

What Stripe connects

A Stripe account authorized through the Yanola connection flow. An API-key connection route also exists where that option is enabled.

Create payment links, Checkout sessions, customers, invoices, retrieve payment status, and create refunds.

Prerequisites and permissions

  1. A Stripe account that can create the intended payment resources
  2. Permission to authorize the account
  3. Product, price, customer, charge, or payment identifiers required by the selected action

Connect and configure

  1. Open the intended Agent Project → Integrations.
  2. Find Stripe and select Connect.
  3. Complete authorization with the correct external identity.
  4. Confirm the returned connection status is active.
  5. In the workflow builder, add App Action.
  6. Select Stripe, choose one supported action, select the connection, and complete the fields Yanola displays.
  7. Save and test with controlled data before activation.

Supported actions

Stripe workflow actions
Action IDWhat it does
create_checkout_sessionCreate a Stripe Checkout payment or subscription session.
create_payment_linkCreate a reusable Stripe Payment Link.
create_customerCreate a Stripe customer from WhatsApp/contact data.
create_invoiceCreate, finalize, and optionally send a Stripe invoice.
retrieve_paymentRetrieve a Checkout Session or Payment Intent status.
create_refundRefund a Stripe charge or payment intent.

Example workflow

After a customer confirms an order, create a Checkout session and send its returned URL in a WhatsApp reply.

Stripe pattern
text
Workflow Trigger → Validate inputs → App Action (Stripe) → Condition → Notify or End Flow

Reconnection and token expiration

  1. Open Integrations when a workflow reports a missing, expired, revoked, or error connection.
  2. Select Reconnect for Stripe.
  3. Authorize the intended identity again.
  4. Validate access to the exact resource used by the workflow.
  5. Retest every dependent App Action.

Troubleshooting

Stripe troubleshooting
SymptomWhat to check
Connection is expired, revoked, or errorReconnect from Integrations and complete provider consent.
Action cannot find a resourceGrant the connected identity access and use the exact provider ID.
Action input is rejectedMatch the action-specific fields and data types shown in the node.
Test and live behavior differCheck provider environment, current permissions, external rate limits, and live data.

Limitations and security

Refunds and invoice operations can create irreversible financial effects; validate identifiers and amounts before live activation.

Yanola does not replace Stripe's product catalog, tax, fraud, settlement, or dispute tools.