I’m trying to automate the subscription management portion of my business.
For contracts, I’m able to add a row to a Google Sheet, and I can get eSignature.io to send a service agreement to the client via email. This works great.
For payments, I use Stripe. Currently, I ask the client for their card info via phone and manually add each client and set them up on a recurring fixed-cost monthly subscription. This is time consuming and annoying.
My goal is to eliminate the need to: 1) ask the client their card information via phone 2) EVER log into Stripe to create a new client profile and/or create/update/cancel monthly payment subscriptions.
My current apps are Google Sheets, eSignature.io, and Stripe. I’ve been experimenting with all the triggers/actions between these and I haven’t been able to find a solution to my problem. Thoughts:
- Is there another “action” app I need to add?
- Is there one that sends an email to the client that prompts payment information, and is able to integrate with Stripe to place them on a monthly subscription?
- Do I need to upgrade to a paid version of Zapier?
- Do I need to use webhooks?
- Do I need to use coding?
If anyone has experience with automated subscription management systems, please share!