--- title: "Connect Stripe and ClickUp - APIANT.ai" description: "When \"New Charge\" fires in Stripe, your agent runs \"Send Chat Message to Channel\" in ClickUp, or \"New Task\" in ClickUp to \"Create Customer\" in Stripe." canonical: "https://apiant.ai/connect/stripe-to-clickup" --- # Connect Stripe and ClickUp When **New Charge** fires in [Stripe](https://apiant.ai/connections/stripe), your agent runs **Send Chat Message to Channel** in [ClickUp](https://apiant.ai/connections/clickup), or **New Task** in ClickUp to **Create Customer** in Stripe. Describe the whole flow and it is built, tested on every scenario and kept running. Stripe **11** triggers Stripe **21** actions ClickUp **6** triggers ClickUp **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stripe and ClickUp to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) If your team bills in Stripe and runs the work in ClickUp, the two need to talk. New subscriptions, invoices, charges and refunds in Stripe can open or update the right ClickUp task, and a task moving stage in ClickUp can create a Stripe customer or issue a refund against the charge on the task. Billing facts and the work record stay on the same page. Example flows ## What Stripe and ClickUp can do together ### From Stripe to ClickUp - When **New Charge** in Stripe then **Send Chat Message to Channel** in ClickUp - When **New Refund** in Stripe then **Update Task** in ClickUp ### From ClickUp to Stripe - When **New Task** in ClickUp then **Create Customer** in Stripe - When **Task Changes** in ClickUp then **Get Customer** in Stripe Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Stripe and ClickUp ## Triggers and actions 17 triggers · 43 actions - 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. - Trigger **New Comment on a Task** Triggers when a new Comment is added to a Task in ClickUp. - Trigger **New Folder** Triggers when new folders are created. - Trigger **New List** Triggers when new lists are created. - Trigger **New Task** Triggers when tasks are added. - Trigger **New Time Entry** Triggers when a new Time Entry is added using ClickUp Time tracking. - Trigger **Task Changes** Triggers when a task changes. - Action **Add Task Checklist** Add a checklist to a task - Action **Archive or Delete Task** Archive or delete ClickUp task - Action **Create Folder** Creates a new folder - Action **Create List** Creates a new list - Action **Create New Document** Create new document in the specific location - Action **Create New Document Page** Create new page in the specific document - Action **Create Space** A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. - Action **Create Subtask** Creates a new subtask - Action **Create Task** Creates a new task. - Action **Edit Document Page** Edit document page - Action **Find a List of All Tasks** Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. - Action **Find Custom Fields** View the Custom Fields available on tasks in a specific Team / Space / Folder / List. - Action **Find Documents** Search for documents by location. - Action **Find Task by ID** Find an existing task by its ID. - Action **Find the Most Recent Task** Find the most recent task created in Workspace/Space/Folder/List. - Action **Find User by Name or Email** Find an existing user by their name or their email. - Action **Post a Task Comment** Post a comment to a task - Action **Post Attachment** Post an attachment to a task. - Action **Send Chat Message to Channel** Post a message to a specific channel you choose. - Action **Send Direct Message** Send a direct message to a user or yourself. - Action **Time Tracked** Add time tracked to a task - Action **Update Task** Updates an existing task. ## Each app on its own - [ **Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connections/stripe) - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) Reviews ## What our customers say ## More from Stripe - [ **Stripe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/stripe-to-slack) - [ **Stripe to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/stripe-to-gmail) - [ **Stripe to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/stripe-to-pipedrive) - [ **Stripe to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/stripe-to-airtable) - [ **Stripe to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/stripe-to-jira) - [ **Stripe to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stripe-to-zoom) ## More into ClickUp - [ **Salesforce to ClickUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickup) - [ **Gmail to ClickUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickup) - [ **Google Drive to ClickUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-clickup) - [ **Pipedrive to ClickUp** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-clickup) - [ **ActiveCampaign to ClickUp** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clickup) - [ **Airtable to ClickUp** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clickup) Questions ## Stripe and ClickUp, answered ### ### Can a change in ClickUp trigger something in Stripe, or only the other way? Both directions work. ClickUp triggers include New Task, Task Changes, New Comment on a Task and New Time Entry, and from those the agent can run Stripe actions such as Create Customer, Create Charge, Create Subscription or Create refund by charge id. ### ### How does the agent know which ClickUp task belongs to a Stripe payment? It uses lookups: Get Customer, Get Charge, Get Invoice or Find Customer by Email on the Stripe side, and Find Task by ID or Find a List of All Tasks on the ClickUp side. The matching value, such as a charge id or email kept on the task, is what links the two records. ### ### What can start an automation from Stripe? Any of Stripe's 11 triggers in the catalog, including New Charge, New Charge (instant), New Refund and New Subscription. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickUp when something happens in Stripe? Any of ClickUp's 22 actions, including Send Chat Message to Channel, Update Task, Create Folder and Create List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickUp to Stripe? Yes. When something happens in ClickUp, your agent can act in Stripe too. This page covers both directions: ClickUp's triggers and Stripe's actions are listed here as well. ### ### Do I have to build a connector for Stripe or ClickUp? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Stripe and ClickUp without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.