Connect Formitize and Stripe

Both apps 51Formitize 19Stripe 32

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• Trigger
  New Charge

  Triggers when a new charge is created.

• Trigger
  New Charge (instant)

  Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Event

  Triggers when a new Stripe event is created (covers all event types via the Events API).

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New paid and available charge

  Triggered when a new paid and available charge is created.

• Trigger
  New paid charge

  Triggered when a new paid charge is created.

• Trigger
  New plan

  Triggered when a new plan is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Refund

  Triggers when a new refund is created.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Cancel Subscription

  Cancels a subscription by its ID.

• Action
  Create Charge

  Creates a charge. Amount is in the smallest currency unit (e.g. cents).

• Action
  Create charges (bulk charge creation)

  Creates a charge in Stripe.

• Action
  Create Customer

  Creates a new customer in Stripe.

• Action
  Create Payment Intent

  Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.

• Action
  Create Price

  Creates a price for a product. unit_amount is in the smallest currency unit.

• Action
  Create Product

  Creates a product (a good or service) in Stripe.

• Action
  Create Refund

  Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.

• Action
  Create refund by charge id (distinct from Create Refund)

  Creates a refund for a specific charge id.

• Action
  Create Subscription

  Creates a subscription for a customer to one or more prices.

• Action
  Delete Customer

  Permanently deletes a customer by ID.

• Action
  Find Customer by Email

  Searches for customers matching an email address.

• Action
  Get Charge

  Retrieves a charge by its ID.

• Action
  Get charge details (distinct from Get Charge)

  Retrieves a charge's details by its charge id.

• Action
  Get Customer

  Retrieves a customer by their Stripe ID.

• Action
  Get Invoice

  Retrieves an invoice by its ID.

• Action
  Get Refund

  Retrieves a refund by its ID.

• Action
  Get Subscription

  Retrieves a subscription by its ID.

• Action
  Get transaction details

  Retrieves a transaction's details by its transaction id.

• Action
  List balance transactions

  List balance transactions (txn_xxx) for the account, most recent first.

• Action
  Update Customer

  Updates an existing customer by ID.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.