Integrating Stripe with Chatavise allows you to automate your payment-related communications. You can send notifications when invoices are sent, paid, or when payment attempts fail. Follow these simple steps to set it up:



Step 1: Set Up Your Stripe API Key

  1. Log in to Your Stripe Account: Start by logging into your Stripe account. If you don’t have one, create it.
  2. Find Your API Keys:
    • Use the search bar at the top and type API keys.
    • You’ll see your secret key and the option to generate a restricted key.
  3. Create a Restricted API Key:
    • Click Create restricted key to generate a key that Chatavise will use. This key is specific to Chatavise and can be restricted for security.
    • Name the key (e.g., Chattavise) and assign the necessary permissions (you can leave these default for now).
    • Click Create Key and copy the generated token.


Step 2: Connect Stripe to Chatavise

  1. Log in to Chatavise: Now, switch to Chatavise.
  2. Navigate to Automations > Platforms:
    • Under the Platforms tab, find Stripe and click on it.
  3. Enter Your API Key:
    • Paste the key you copied from Stripe into the field in Chatavise.
  4. Select an Inbox:
    • Choose an inbox to connect your Stripe account to. This is where updates from Stripe will be sent.


Step 3: Choose Your Stripe Triggers

Triggers allow you to automate actions based on Stripe events. For example, you can send a text message when:

  • Invoice Sent: A notification will be sent when an invoice is emailed to a customer.
  • Payment Failed: If a payment fails, you can trigger a reminder message to follow up.
  • Invoice Paid: Notify your customers when their payment is received.

To activate a trigger:

  1. Toggle the trigger on for events like invoice sent, payment failed, or invoice paid.



Step 4: Set Up Your Workflow

Workflows let you define what happens when a trigger is activated. For example:

  1. Invoice Sent: Once an invoice is sent, you can set up a text message that reminds the customer to pay.
  2. Payment Failed: If a payment fails, trigger a message letting the customer know and asking them to resolve the issue.

You can build workflows ahead of time, even before connecting Stripe, so that they are ready to go once the integration is set up.


Step 5: Monitor Activity

After connecting Stripe to Chatavise, monitor the data flow:

  • View the status of each event (success, error, etc.).
  • If needed, replay any failed events to ensure they are processed.



Step 6: Get Help if Needed

If you have any issues with the integration:

  • Use the Help button in Chatavise to access support articles or contact the team directly for assistance.

By following these steps, you can automate your payment-related communication with ease, ensuring your customers stay informed and helping streamline your payment process.