About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Subscription Link to Prompt Card Details

  • 24 January 2022
  • 2 replies
  • 17 views
T

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!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

robschmidt
Userlevel 7
Badge +9

Hi @ThatOneGuy 

You will need to use a platform or setup your own website to accept subscription orders from customers. For example, you can set up a shopify store with this recurring order feature (https://stripe.com/partners/recurring-orders) where a customer/client can enter their card details and it will continue charging them until they cancel.

Outliant.com | Zapier Expert
T

Are you 100% sure that is the only option?

It doesn’t seem like this allows me to determine the price for a given client (monthly prices change between clients)… and if I had them decide how much to pay, I would have to follow-up and verify they chose to pay me the correct account.

What about an “action” app? Or a paid version of Zapier? Webhooks?

Terms & Conditions