Sync customer name, email , address to Stripe using Salesforce Flow

Invocable Action,Salesforce Flow
Lite Pae - sync customer

With Sync Customer invocable action, you can Sync customer data to Stripe by Customer Id or create new Customer. You can automate customer id mapping from Stripe to Salesforce using our Search Customer action.

Basically you would pass few parameters i.e. Lite Pae Payment Account Id (Lite Pae Payment Account Record), Customer Name, Email, Phone, Description and Address fields. If you also provide Customer Id then it will do an update. NOTE: Customer Id or Customer Name is required.

Let's get started:

  • Create a new flow.
  • Add a step to query Payment Account and store its Id in a flow variable i.e. paymentRecordId.
  • Add a new Action and search for Sync Customer.
    • Setup its input values like paymentRecordId, Customer Name, Customer Email etc.
    • You may want to handle its reponse as well to output variables by clicking on Advanced section of this node. Specially, Customer Id.
    • If want to update an existing customer in Stripe, you can use Lite Pae - Customer Profile component or use Lite Pae - Search Customer action to get the Customer Id mapped first in your Salesforce instance.
  • You can add a screen component to show the reponse from previous step.
  • Publish flow.
  • Add this flow on your Salesforce Lightning page, Experience Cloud Site or any scheduled automated processes.

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